Glen Walker (CRD# 4602638) is an Investment Advisor Representative working at Waddell & Reed in Boise, ID and has over 14 years of experience in the finance industry.
CRD# 2682236
Buffington Mohr Mcneal
Score
103
CRD# 2532837
American Independent Securities Group, LLC
Score
101
CRD# 2974298
Rathbone Warwick Investment Management
Score
101
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Glen E Walker & Assocites, Inc. | Boise, ID | Apr 2015 - Current | 2 |
| Lacrosse Idaho, Inc. | Boise, ID | Jun 2003 - Current | 14 |
| Various Insurance Carriers For W & R Insurance Agencies | Boise, ID | Apr 2003 - Current | 14 |
| Waddell & Reed, Inc. | Boise, ID | Oct 2002 - Current | 14 |
| Boise State University Vita Program | Boise, ID | Feb 2015 - Apr 2015 | < 1 |
| Harbor View LLC | Boise, ID | Aug 2006 - May 2012 | 5 |
| St Micheal's Cathedral | Boise, ID | Oct 2010 - Mar 2012 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2003 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2003 |
- AK
- CA
- CO
- DE
- ID
- IN
- NV
- TX
- UT
- WA
-
Total Assets Under Management18,309MILLIONS
-
Total Number of Accounts149,599ACCOUNTS
-
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.