Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walker? Claim Your ProfileWalker Person is an Investment Advisor Representative with Lion Street Advisors, LLC. Walker is a registered investment advisor representative in Texas and Colorado. Walker has been in the industry since January 28, 2013. They are a Series 63, Series 65, Series 7 and SIE exam holder and holds a bachelor's degree. Walker specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Walker also works for VIP Insurance as an insurance agent. They are a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
TX
07/11/2018 - Present
Lion Street Advisors, LLC (AUSTIN TX)
CO
01/14/2016 - 05/31/2018
THE LEADERS GROUP, INC. (LITTLETON CO)
TX
09/13/2011 - 10/02/2014
NEW ENGLAND SECURITIES (AUSTIN TX)
BC
Issued 10/17/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/26/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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