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William Roy Walker

American Fidelity Securities, Inc.

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About William Roy Walker

William Roy Walker is a financial advisor associated with American Fidelity Securities, Inc. He has been in the industry since June 10, 1993 and is currently registered in Alabama, Indiana, Kentucky, Mississippi, Oklahoma, and Pennsylvania. Walker holds Series 7 and Series 63 licenses as well as the SIE exam. His previous employment includes roles at AIG Financial Advisors, Inc., Sentra Securities Corporation, H&R Block Financial Advisors, Inc., and Edward Jones.

Firm Information

William Walker is currently registered with American Fidelity Securities, Inc.. American Fidelity Securities, Inc. is a Corporation formed in August 1969 and is approved to operate in 27 states and the District of Columbia. It has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

393

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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William Walker’s Registration & Firm History

OK

11/03/2008 - Present

American Fidelity Securities, Inc. (OKLAHOMA CITY OK)

FL

10/31/2005 - 10/06/2008

AIG FINANCIAL ADVISORS, INC. (JUNO BEACH FL)

AZ

09/16/2003 - 10/31/2005

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

MI

07/24/2002 - 09/19/2003

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

MO

01/08/1993 - 03/18/2002

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 01/14/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for William Roy Walker. Review regulatory record here.
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