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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Richland Walker is a financial advisor registered with Rockefeller Financial LLC and Rockefeller Capital Management. Justin has been working in the financial industry since 2007 and has been registered with both firms since 2024. Justin provides financial planning and portfolio management services to individuals, businesses, high-net-worth individuals, pension and profit sharing plans, and charitable organizations. Justin is registered in all 50 states and has over 161 clients.
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.
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
GA
04/16/2024 - Present
Rockefeller Financial LLC (ATLANTA GA)
NC
03/23/2020 - 04/12/2024
MORGAN STANLEY (Charlotte NC)
NC
03/03/2015 - 03/13/2020
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
11/07/2012 - 02/24/2015
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
07/28/2008 - 11/20/2012
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
12/07/2006 - 07/14/2008
E*TRADE SECURITIES LLC (CHARLOTTE NC)
IA
Issued 12/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/22/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 12/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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