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Phillip Anthony Walker

Tony Walker Financial

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About Phillip Anthony Walker

Phillip Walker is a Registered Investment Advisor Representative associated with Tony Walker Financial, a firm headquartered in Bowling Green, Kentucky. Phillip Walker has been in the industry since 1989, and holds the Series 6, 63, and 65 licenses. Phillip Walker specializes in financial planning and portfolio management. Phillip Walker has a focus on high-net-worth individuals and individuals other than high-net-worth. Tony Walker Financial has been serving clients in the financial services industry since 2010. The firm provides financial planning and portfolio management services to individuals and families.

Firm Information

Phillip Walker is currently registered with Tony Walker Financial. Tony Walker Financial is a financial advisor headquartered in BOWLING GREEN, KY. They provide financial planning and portfolio management services for individuals and high-net-worth individuals. With approximately $312,825,099 in assets under management, they serve 2,711 clients. The firm has 4 licensed agents and 4 investment advisor representatives.
Tony Walker Financial

2451 INDUSTRIAL DRIVE

BOWLING GREEN, KY 42101

$312.83M

Assets Under Management

225

Total Clients

4

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Phillip Walker’s Registration & Firm History

KY

10/31/2018 - Present

Tony Walker Financial (BOWLING GREEN KY)

MA

09/05/1991 - 02/21/1997

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NY

11/30/1989 - 09/05/1991

NEW ENGLAND SECURITIES (NEW YORK NY)

CT

03/06/1989 - 11/27/1989

AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)

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Licenses & Designations

IA

Issued 12/08/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/1992

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 03/03/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Phillip Anthony Walker.
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