Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Leigh Walker is a financial advisor with LPL Financial LLC in Chattanooga, TN. Crystal has been in the financial services industry since 2000. Crystal is registered with FINRA as a Registered Representative, as well as the state of Tennessee. Crystal holds the Series 7 and Series 66 licenses. Crystal also holds the Certified Financial Planner designation.
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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TN
09/21/2021 - Present
LPL Financial LLC (CHATTANOOGA TN)
TN
08/29/2019 - 09/17/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHATTANOOGA TN)
TN
09/08/2009 - 09/18/2019
LPL FINANCIAL LLC (CHATTANOOGA TN)
TN
07/02/2002 - 09/08/2009
MUTUAL SERVICE CORPORATION (CHATTANOOGA TN)
NY
09/06/2001 - 06/13/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MA
01/19/2000 - 09/06/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
BOTH
Issued 07/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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