Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Walker is a financial advisor at Truist Advisory Services, Inc. based in Jenkinton, Pennsylvania. Richard has been a financial advisor for over 15 years and has a wide range of experience in the industry. Richard is registered to provide investment advice in 40 states and has a Series 66, Series 7 and SIE license. Richard's specialties include retirement planning, investment management, and financial planning. Richard also owns and operates a single-family rental property in Maple Shade, New Jersey.
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.
Wrap fee product and financial profiling services using desktop software
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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2
PA
05/05/2022 - Present
Truist Advisory Services, Inc. (JENKINSTON PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NJ
06/05/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MULLICA HILL NJ)
PA
09/21/2016 - 06/19/2017
KEY INVESTMENT SERVICES LLC (MAPLE GLEN PA)
PA
05/04/2010 - 09/21/2016
LPL FINANCIAL LLC (PALMERTON PA)
PA
06/20/2008 - 05/05/2010
PRIMEVEST FINANCIAL SERVICES, INC. (SPRING HOUSE PA)
BOTH
Issued 08/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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