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Charles Gerald Walker

Wealthspire Advisors

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About Charles Gerald Walker

Charles Gerald Walker is a financial advisor with over 25 years of experience. Charles currently works at Wealthspire Advisors and has been registered with the firm since March 2021. Prior to joining Wealthspire Advisors, Charles worked at SunTrust Investment Services, Inc. and M&T Securities, Inc. Charles has a strong background in providing financial advice and has earned the Certified Financial Planner designation. Charles has a focus on providing financial advice for individuals, families and small businesses.

Firm Information

Charles Walker is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Walker’s Registration & Firm History

MD

03/31/2021 - Present

Wealthspire Advisors (Fulton MD)

MD

01/02/2004 - 02/08/2019

SUNTRUST INVESTMENT SERVICES, INC. (BALTIMORE MD)

MD

05/01/2003 - 11/25/2003

M&T SECURITIES, INC. (BALTIMORE MD)

MD

01/16/1995 - 05/01/2003

ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)

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Licenses & Designations

BC

Issued 02/06/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/1996

Series 7 - General Securities Representative Examination

BC

Issued 01/13/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Gerald Walker.
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