Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lanny? Claim Your ProfileLanny Walker is a financial advisor with Avantax Advisory Services. Lanny has been in the industry since August 1999 and is registered with the state of Texas. Lanny has a Series 66 and a Series 7 license and has completed the Securities Industry Essentials Exam (SIE). Lanny's primary location is in Irving, Texas, but he also has experience working in Mt. Pleasant, Texas. Lanny offers a variety of services to individual clients, including financial planning, pension consulting, and educational seminars. Lanny's experience with 1st Global Capital Corp. and Avantax Advisory Services provide him with a strong foundation to help clients meet their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (IRVING TX)
TX
08/14/1999 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (MT PLEASANT TX)
BOTH
Issued 07/09/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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