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Shala L Walker

Valmark Securities, Inc.

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About Shala L Walker

Shala L. Walker is a financial advisor with Valmark Securities, Inc. located in Houston, Texas. Shala has been in the financial services industry since 2010. Shala has a Series 7, Series 63, and Series 65 license. In addition, Shala has a Series 7TO and SIE license. Shala was previously registered with FORESIDE FINANCIAL SERVICES, LLC, PURSHE KAPLAN STERLING INVESTMENTS, FSC SECURITIES CORPORATION, and MORGAN STANLEY. Shala is currently registered in Arizona and Texas.

Firm Information

Shala Walker is currently registered with Valmark Securities, Inc.. Valmark Securities, Inc. is a Corporation that was formed on December 8, 1992. It is registered in 51 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

111

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.

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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Shala Walker’s Registration & Firm History

TX

08/06/2024 - Present

Valmark Securities, Inc. (Houston TX)

ME

04/20/2023 - 02/06/2024

FORESIDE FINANCIAL SERVICES, LLC (PORTLAND ME)

TX

07/07/2022 - 01/03/2023

PURSHE KAPLAN STERLING INVESTMENTS (Houston TX)

TX

02/11/2020 - 07/08/2022

FSC SECURITIES CORPORATION (HOUSTON TX)

TX

03/26/2013 - 09/02/2016

MORGAN STANLEY (HOUSTON TX)

TX

10/22/2010 - 03/08/2013

FIDELITY BROKERAGE SERVICES LLC (HOUSTON TX)

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Licenses & Designations

BC

Issued 08/17/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/06/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/11/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/02/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shala L Walker.
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