Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walker? Claim Your ProfileWalker Winfree Phillips is a financial advisor in Norfolk, VA. Walker has been in the financial services industry since 2009 and has a broad background in investment advisory services. Walker has experience with a variety of investment strategies, including portfolio management for individuals, businesses, and pooled investment vehicles. Walker is a Certified Financial Planner and has been recognized for providing excellent service to clients. Walker is currently affiliated with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
06/17/2022 - Present
Cerity Partners LLC (NORFOLK VA)
KS
12/17/2013 - 10/05/2015
IVY FUNDS DISTRIBUTOR, INC. (OVERLAND PARK KS)
KS
12/17/2013 - 10/05/2015
WADDELL & REED (OVERLAND PARK KS)
KS
09/01/2011 - 12/03/2013
WELLS FARGO ADVISORS, LLC (LEAWOOD KS)
MO
06/01/2009 - 09/22/2011
MORGAN STANLEY SMITH BARNEY (KANSAS CITY MO)
MO
01/08/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (KANSAS CITY MO)
BOTH
Issued 01/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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