Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Walker is an investment advisor representative, registered in Arizona and Texas. Chad has been active in the financial industry since 2002, and is currently affiliated with PFG Advisors. Prior to that, Chad worked at Securities America, Inc., FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Woodbury Financial Services, Inc., LPL Financial LLC, and Vanguard Marketing Corporation. Chad has a wide range of experience and expertise, including providing financial planning, pension consulting, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
11/01/2024 - Present
PFG Advisors (Phoenix AZ)
AZ
12/18/2018 - 06/14/2024
SECURITIES AMERICA, INC. (PHOENIX AZ)
GA
11/29/2017 - 11/20/2018
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
11/29/2017 - 11/20/2018
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
11/29/2017 - 11/20/2018
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
MN
11/29/2017 - 11/20/2018
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AZ
08/24/2015 - 11/29/2017
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
11/17/2000 - 03/06/2014
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 03/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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