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Robert Mark thomas Walker

Chickasaw Capital Management, LLC

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About Robert Mark thomas Walker

Robert Walker is a financial advisor with over 20 years of experience in the industry. Robert currently works for Chickasaw Capital Management, LLC in Memphis, TN and has been registered with the firm since 2005. Robert has a Series 7, 66 and 65 licenses and previously worked for Raymond James Financial Services, Inc. in St. Petersburg, FL from 2001 to 2004. Robert has experience in various investment areas, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Robert Walker is currently registered with Chickasaw Capital Management, LLC. Chickasaw Capital Management, LLC is an investment advisor based in Memphis, TN. The firm manages assets for a variety of client types, including individuals, corporations, investment companies, pooled investment vehicles, and charitable organizations. They offer portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. The firm also participates in wrap fee programs.
Chickasaw Capital Management, LLC

6075 POPLAR AVE SUITE 720

MEMPHIS, TN 38119

$1.97B

Assets Under Management

Not reported

Total Clients

13

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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commissions

Earned based on transactions or products sold.

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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

TN

08/08/2005 - Present

Chickasaw Capital Management, LLC (MEMPHIS TN)

FL

02/21/2001 - 05/17/2004

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 08/05/2005

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 04/26/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Mark thomas Walker.
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