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Kerry Linn Walker

J.w. Cole Financial, Inc.

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About Kerry Linn Walker

Kerry Linn Walker is a registered representative of J.w. Cole Financial, Inc. Kerry is a highly experienced financial professional with over 30 years in the industry. Kerry has held licenses with several firms, including MML Investors Services, LLC, THE O.N. EQUITY SALES COMPANY, SAMMONS SECURITIES COMPANY, LLC, and NYLIFE SECURITIES INC. Kerry is licensed in several states, including Colorado, Florida, Missouri, Nebraska, Oklahoma and Texas. Kerry holds Series 6, 7, 22, 24 and 63 licenses.

Firm Information

Kerry Walker is currently registered with J.w. Cole Financial, Inc.. J.w. Cole Financial, Inc. is a Corporation formed in October 2002 and is registered in 52 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

84

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kerry Walker’s Registration & Firm History

OK

07/28/2021 - Present

J.w. Cole Financial, Inc. (Tulsa OK)

OK

10/04/2019 - 07/30/2021

MML INVESTORS SERVICES, LLC (TULSA OK)

OK

10/06/2010 - 06/05/2019

THE O.N. EQUITY SALES COMPANY (Tulsa OK)

CO

07/03/2006 - 10/07/2010

SAMMONS SECURITIES COMPANY, LLC (AURORA CO)

CO

02/26/1997 - 07/05/2006

MML INVESTORS SERVICES, INC. (AURORA CO)

IA

07/25/1995 - 01/17/1997

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

OH

03/30/1994 - 07/12/1995

CARILLON INVESTMENTS, INC. (CINCINNATI OH)

NY

04/07/1987 - 03/17/1994

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/06/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/1995

Series 7 - General Securities Representative Examination

BC

Issued 03/25/1988

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 04/06/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kerry Linn Walker.
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