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Scott Douglas Walker

Walker Financial Advisors Inc.

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About Scott Douglas Walker

Scott Douglas Walker is a financial advisor with over 30 years of experience in the industry. Scott is a Certified Financial Planner™ and holds the Series 7 and Series 63 licenses. Scott is currently registered with Walker Financial Advisors Inc. and has been with the firm since 1986. Scott is also a registered Investment Advisor with the state of California. Prior to Walker Financial Advisors Inc., Scott worked for PACIFC FINANCIAL ASSOCIATES, INC., LINSCO/PRIVATE LEDGER CORP., and PENN MUTUAL EQUITY SERVICES, INC. Scott specializes in providing financial planning services to individuals and businesses.

Firm Information

Scott Walker is currently registered with Walker Financial Advisors Inc.. Walker Financial Advisors Inc. is a financial advisory firm based in MISSION VIEJO, CA. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and state or municipal government entities. They manage approximately $190.26 million in regulatory assets under management.
Walker Financial Advisors Inc.

27201 PUERTA REAL, SUITE 465

MISSION VIEJO, CA 92691

$190.26M

Assets Under Management

5

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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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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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.

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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Scott Walker’s Registration & Firm History

CA

02/06/2013 - Present

Walker Financial Advisors Inc. (MISSION VIEJO CA)

NA

03/11/1992 - 12/31/1994

PACIFIC FINANCIAL ASSOCIATES, INC.

NA

01/02/1987 - 05/29/1992

LINSCO/PRIVATE LEDGER CORP.

NA

04/23/1985 - 01/08/1987

PENN MUTUAL EQUITY SERVICES, INC.

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Licenses & Designations

BC

Issued 07/24/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Douglas Walker.
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