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Robert Owen Walker

Cypress Capital, LLC

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About Robert Owen Walker

Robert Owen Walker is a financial advisor registered in Tennessee with Cypress Capital, LLC. Robert has been working in the financial industry since 2003, providing financial advice for clients in Tennessee. Robert has a strong background in financial planning and wealth management. Robert is a Certified Financial Planner.

Firm Information

Robert Walker is currently registered with Cypress Capital, LLC. Cypress Capital, LLC is an investment advisor based in Franklin, TN. The firm manages approximately $400.99 million in assets for 1,554 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Cypress Capital provides investment advisory services, including financial planning, pension consulting, and portfolio management. The firm also offers other advisory services such as serving as sub-adviser, providing model portfolios, consulting, and publishing periodicals. The firm's website addresses include LinkedIn, Twitter, Facebook, JP2 Management, and Cypress Capital.
Cypress Capital, LLC

436 MAIN STREET

FRANKLIN, TN 37064

$400.99M

Assets Under Management

9

Total Clients

9

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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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serve as sub-adviser, provide model portfolios, consulting

Serve as sub-adviser, provide model portfolios, consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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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

12/14/2017 - Present

Cypress Capital, LLC (FRANKLIN TN)

TN

07/12/2010 - 11/06/2017

TRUSTCORE INVESTMENTS, INC. (BRENTWOOD TN)

TN

06/22/2009 - 06/25/2010

AVONDALE PARTNERS, LLC (NASHVILLE TN)

TN

07/15/2004 - 06/17/2009

SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)

NY

10/30/2003 - 07/12/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 05/24/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Owen Walker.
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