Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Walker is a financial advisor with over 20 years of experience in the industry. Erik is currently registered with IP Financial Advisory Services LLC, a firm that provides investment advisory services to individuals and businesses. Erik is a Series 6, 7, 63, 65, and SIE licensed advisor and holds a license in Arizona. Erik has a strong track record of providing sound financial advice and helping clients achieve their financial goals. Erik has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. He is dedicated to providing personalized service and helping clients understand their options and make informed decisions about their finances. Erik is also active in the community and is committed to giving back to those in need.
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.
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 services to qualified retirement plans
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.
Recurring fees
1
2
AZ
12/18/2024 - Present
IP Financial Advisory Services LLC (Surprise AZ)
AZ
04/14/2014 - 12/12/2017
SECURITIES AMERICA, INC. (SCOTTSDALE AZ)
WA
11/11/2003 - 04/14/2014
SII INVESTMENTS, INC. (VANCOUVER WA)
MO
08/07/2003 - 11/12/2003
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
CA
09/18/2000 - 07/21/2003
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
MA
06/12/1998 - 09/26/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 04/05/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Erik Walker is the right advisor for you? Invested Better is here to help.
