Unclaimed
Dallas Camron Walker is a financial advisor in Wichita, KS and has been working in the industry since June 2016. Dallas is registered with Cuso Financial Services, LP and has a Series 6, 7 and 66 securities license. Dallas previously worked at Northwestern Mutual Investment Services, LLC. Dallas has a combined 16218 clients with a total of $4,664,869,848 in assets under management. Dallas provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
1
2
KS
06/20/2018 - Present
Cuso Financial Services, LP (WICHITA KS)
KS
05/17/2016 - 01/23/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WICHITA KS)
BOTH
Issued 06/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/17/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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