Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Collin? Claim Your ProfileCollin Patrick Walker is a financial advisor with LPL Financial LLC. Collin has been in the industry since 2021 and has a Series 7, Series 63, and Series 66 license. Collin is registered with the state of Indiana and specializes in providing financial advice to individuals, corporations, and other businesses. Collin has experience with a variety of financial products and services, including investment management, financial planning, and retirement planning. Prior to joining LPL Financial LLC, Collin worked for VALMARK SECURITIES, INC.
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
IN
02/16/2023 - Present
LPL Financial LLC (SOUTH BEND IN)
IN
03/15/2021 - 02/17/2023
VALMARK SECURITIES, INC. (South Bend IN)
BC
Issued 04/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/14/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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