Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Walker is a Certified Financial Planner™ with over 10 years of experience in the financial services industry. James is currently a registered Investment Advisor Representative with Kendall Capital Management based in Rockville, Maryland. James has a Series 65 license, which qualifies him to provide investment advice to individuals and institutions. James has specialized experience working with high-net-worth individuals and charitable organizations.
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.
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
MD
07/11/2022 - Present
Kendall Capital Management (ROCKVILLE MD)
IA
Issued 12/12/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure James Walker is the right advisor for you? Invested Better is here to help.
