Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Mitchell Walker is a financial professional with over 37 years of experience in the financial services industry. John Walker is currently registered with LPL Financial LLC as an Investment Advisor Representative and holds a Series 6, Series 63, Series 26, and SIE license. John Walker's previous employment includes PFS INVESTMENTS INC. and Primerica Financial Services. John Walker holds licenses in Arizona, Arkansas, Idaho, Missouri, and Oklahoma.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
12/20/2024 - Present
LPL Financial LLC (TULSA OK)
OK
09/08/1986 - 08/01/2024
PFS INVESTMENTS INC. (TULSA OK)
IA
Issued 09/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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