Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walker? Claim Your ProfileWalker Whalen Smithson is a financial advisor at Fidelity Personal And Workplace Advisors, a firm that manages over $818 billion in assets. Walker has been in the financial industry for over 5 years, having worked at Davenport & Company LLC prior to joining Fidelity. Walker holds a Series 7TO, SIE and Series 66 license. Walker is registered to provide investment advice in 55 jurisdictions. Walker is registered to provide investment advice in 55 jurisdictions. Walker specializes in providing financial advice to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Walker also offers portfolio management for individuals and businesses.
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.
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.
1
2
VA
08/18/2023 - Present
Fidelity Personal AND Workplace Advisors (RICHMOND VA)
VA
04/04/2022 - 04/17/2023
DAVENPORT & COMPANY LLC (RICHMOND VA)
BOTH
Issued 10/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Walker Smithson is the right advisor for you? Invested Better is here to help.
