Martin Walker, financial advisor Boone NC
81 score

Martin Walker

CRD Number: 4499144
Current Firm: First Citizens Investor Services, Inc.

Martin Walker (CRD# 4499144) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Boone, NC and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
First Citizens Investor Services Raleigh, NC Apr 2016 - Current 1
Unemployed Conover, NC Jan 2016 - Apr 2016 < 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2013 - Nov 2015 2
Cambridge Investment Research, Inc. Fairfield, IA Jul 2012 - Nov 2015 3
Blue Ridge Wealth Services Hickory, NC Dec 2011 - Nov 2015 3
Capital Bank Hickory, NC Apr 2007 - Dec 2011 4
Edward Jones St. Louis, MO Jul 2005 - Apr 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2005
S66 NASAA Uniform Combined State Law Examination Oct 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Martin K. Walker
Phone Number: 919-716-7492
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.