Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Walker is an investment advisor representative at Allworth Financial, LP. Eric is a financial professional with over 30 years of experience in the financial services industry. Eric has held various positions at several firms including J.P. Morgan Securities LLC, Capital One Investing, LLC, and ETC Brokerage Services, LLC. Eric is a registered Investment Advisor Representative in Texas.
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.
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TX
03/06/2024 - Present
Allworth Financial, LP (Addison TX)
TX
03/15/2021 - 11/11/2023
J.P. MORGAN SECURITIES LLC (Plano TX)
TX
10/17/2016 - 03/01/2018
CAPITAL ONE INVESTING, LLC (Plano TX)
TX
10/30/2012 - 10/24/2014
ETC BROKERAGE SERVICES, LLC (DALLAS TX)
TX
04/27/2007 - 09/05/2012
TD AMERITRADE, INC. (FORT WORTH TX)
TX
01/25/2007 - 04/23/2007
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
CO
03/13/1990 - 11/20/2006
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
NA
05/23/1989 - 12/15/1989
BLINDER, ROBINSON & CO., INC.
BC
Issued 06/02/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2017
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 03/19/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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