Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Brent Walker is a financial advisor with Fifth Third Wealth Advisors LLC. Marcus is also registered as an investment advisor representative in Ohio and Texas. He has been in the financial services industry for over 18 years and previously worked for Truist Investment Services, Inc., BB&T Securities, LLC, BB&T Investment Services, Inc., Triad Advisors, Inc., Dewaay Financial Network, LLC and H.D. Vest Investment Services. Marcus is a Certified Financial Planner and a Chartered Financial Consultant.
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.
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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TX
07/24/2024 - Present
Fifth Third Wealth Advisors LLC (Dallas TX)
TX
02/17/2021 - 04/26/2024
TRUIST INVESTMENT SERVICES, INC. (FORT WORTH TX)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TX
09/04/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (DALLAS TX)
TX
05/25/2012 - 08/31/2015
TRIAD ADVISORS, INC. (FORT WORTH TX)
TX
01/10/2012 - 05/25/2012
DEWAAY FINANCIAL NETWORK, LLC (FORT WORTH TX)
TX
12/15/2005 - 01/17/2012
H.D. VEST INVESTMENT SERVICES (ARLINGTON TX)
MO
04/05/2005 - 05/05/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 09/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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