Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Brent Walker is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Casey has been working in the financial services industry since 2000 and has a broad range of experience. Casey is registered to provide financial advice in several states including Arizona, California, Colorado, Florida, Idaho, Indiana, Kansas, Missouri, Montana, Nevada, Oregon, South Dakota, Texas, Utah, Virginia, Washington and Wyoming. Casey has a strong track record of helping clients reach their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
UT
02/04/2025 - Present
LPL Financial LLC (LEHI UT)
UT
04/07/2006 - 03/31/2008
BENEFICIAL INVESTMENT SERVICES, INC. (SALT LAKE CITY UT)
NY
01/07/2000 - 08/25/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
BC
Issued 01/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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