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Robert Craig Walker

Robert M Walker & Associates

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About Robert Craig Walker

Robert Walker is a financial advisor at Robert M Walker & Associates. He has been in the industry since 1998. He specializes in providing investment advisory services to individuals. He is registered with both the Kentucky and Ohio Securities Divisions. He is a Chartered Financial Analyst (CFA). He is also a tax preparer and has experience in education and training.

Firm Information

Robert Walker is currently registered with Robert M Walker & Associates. Robert M Walker & Associates is an investment advisory firm with 2 investment adviser representatives. The firm manages approximately $9,088,443 in regulatory assets under management for 12 accounts. The firm provides portfolio management for individuals and publishes periodicals. The firm serves 7 individuals other than high-net-worth clients.

$9.09M

Assets Under Management

Not reported

Total Clients

2

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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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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Robert Walker’s Registration & Firm History

OH

08/07/2024 - Present

Robert M Walker & Associates (Lebanon OH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Craig Walker.
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