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David Elisha Walker

Moody, Lynn, Lieberson & Walker, LLC

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About David Elisha Walker

David Elisha Walker is an investment advisor representative at Moody, Lynn, Lieberson & Walker, LLC in Boston, Massachusetts. David has been in the industry since June 2006. David has a registration in Massachusetts. David is a Chartered Financial Analyst.

Firm Information

David Walker is currently registered with Moody, Lynn, Lieberson & Walker, LLC. Moody, Lynn, Lieberson & Walker, LLC is an investment advisor based in Boston, MA. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. The firm has $1.61 billion in regulatory assets under management and has a total of 976 client accounts. Their clients primarily include individuals other than high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.
Moody, Lynn, Lieberson & Walker, LLC

ONE BOSTON PLACE

BOSTON, MA 02108

$1.61B

Assets Under Management

Not reported

Total Clients

8

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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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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percentage of assets

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

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David Walker’s Registration & Firm History

MA

12/05/2017 - Present

Moody, Lynn, Lieberson & Walker, LLC (BOSTON MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Elisha Walker.
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