Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Jurgens is an investment advisor representative with Tony Walker Financial. Carl has been in the industry since 2013. Carl holds a Series 65 license and is registered with the state of Indiana, Kentucky, and Texas. Carl specializes in providing financial planning and portfolio management services to individuals. Carl is also a licensed life and health insurance agent.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
KY
06/10/2021 - Present
Tony Walker Financial (Louisville KY)
IA
Issued 02/22/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Carl Jurgens is the right advisor for you? Invested Better is here to help.
