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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Taylor Walker is a financial advisor currently registered with Mercer Global Advisors Inc. John has over 14 years of experience in the financial services industry. John has held previous roles with ANDREW GARRETT INC., CITIZENS SECURITIES, INC., PNC INVESTMENTS, LPL FINANCIAL CORPORATION and WELLS FARGO ADVISORS, LLC. John has passed Series 6, 7, 24, 63 and 65 exams and holds active registrations in New Jersey and Pennsylvania.
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.
Trust services, estate planning, tax return preparation, consultation
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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2
CO
03/29/2022 - Present
Mercer Global Advisors Inc. (DENVER CO)
PA
03/08/2018 - 04/01/2022
ANDREW GARRETT INC. (Southhampton PA)
PA
04/16/2013 - 02/16/2018
CITIZENS SECURITIES, INC. (Fort Washington PA)
PA
09/23/2010 - 03/25/2013
PNC INVESTMENTS (BERWYN PA)
PA
04/07/2010 - 10/04/2010
LPL FINANCIAL CORPORATION (DEVON PA)
PA
10/04/2007 - 11/16/2009
WELLS FARGO ADVISORS, LLC (ARDMORE PA)
IA
Issued 08/09/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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