David Walker (CRD# 7182400) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Apollo Beach, FL and has over 2 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Palmetto, FL | Dec 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palmetto, FL | Oct 2022 - Current | 1 |
| Fidelity Investments | Jacksonville, FL | Apr 2021 - Sep 2022 | 1 |
| Bank Of America, N.a. | Atlanta, GA | Sep 2019 - Apr 2021 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta, GA | Sep 2019 - Jul 2020 | < 1 |
| Pnc Financial Services | Charlotte, NC | Mar 2018 - Sep 2019 | 1 |
| Travis Snider State Farm Insurance Agency | Charlotte, NC | May 2017 - Mar 2018 | < 1 |
| Ben Sprague State Farm Insurance Agency | Charlotte, NC | Jan 2017 - May 2017 | < 1 |
| Sonic Automotive | Charlotte, NC | Oct 2015 - Dec 2016 | 1 |
| Unemployed | Charlotte, NC | Jul 2015 - Oct 2015 | < 1 |
| Red Ventures | Charlotte, NC | Aug 2012 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- FL
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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