Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Daniel Walker is an investment advisor representative at Impact Partnership Wealth, LLC. Thomas is registered in North Carolina and Texas. Thomas also provides insurance and annuity services as the founder and president of Walker Capital Preservation Group. The advisor specializes in financial planning and portfolio management for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
10/21/2024 - Present
Impact Partnership Wealth, LLC (Charlotte NC)
IA
Issued 10/19/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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