Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Walker is a financial advisor with over 20 years of experience in the financial services industry. Martha is currently registered with LPL Financial LLC. Martha holds Series 7, 24, 51 and 66 securities licenses and is also a registered investment advisor. Martha has previously worked with VALIC Financial Advisors, Inc., LINCOLN FINANCIAL SECURITIES CORPORATION and MULTI-FINANCIAL SECURITIES CORPORATION. Martha's specializations include: Investment clubs, Charitable Organizations, High Net Worth Individuals, Pension and Profit Sharing Plans, Corporations or other businesses, Individuals other than high net worth, State or Municipal Government Entities and Sovereign Wealth Funds and Foreign Official Institutions.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
05/16/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
NC
08/01/2023 - 05/16/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (GREENSBORO NC)
NC
06/02/2006 - 08/25/2023
VALIC FINANCIAL ADVISORS, INC. (GREENSBORO NC)
CO
01/01/2004 - 09/27/2004
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
GA
05/31/2002 - 01/01/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 07/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/24/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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