Unclaimed
John Logan Walker is a financial advisor with Vanguard Advisers, Inc. John has been in the financial services industry since 2017 and holds the Series 7, Series 63, and Series 52TO licenses. John is also a Certified Financial Planner. John has a strong background in financial planning and portfolio management. John's experience and qualifications make John a valuable resource for individuals and families seeking financial advice.
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.
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
NC
05/31/2024 - Present
Vanguard Advisers, Inc. (Charlotte NC)
BC
Issued 07/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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