Paul Walker, financial advisor Brunswick GA
89 score

Paul Walker

CRD Number: 6250609
Current Firm: Triad Advisors, Inc.

Paul Walker (CRD# 6250609) is an Investment Advisor Representative working at Triad Advisors, Inc. in Brunswick, GA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Mar 2016 - Current < 1
Sapp's Florist Waycross, GA Jan 2011 - Current 5
First Allied Advisory Services Chesterfield, MO Apr 2014 - Dec 2015 1
Simms Investment Services LLC Brunswick, GA Sep 2013 - Sep 2014 1
Ed Sapp Floral Company Waycross, GA Oct 1973 - Jul 2011 37
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Paul B. Walker
Phone Number: 800-720-4003
Registered State(s):
  • GA
  • OR
By the Numbers
  • Total Assets Under Management
    621
    MILLIONS
  • Total Number of Accounts
    3,756
    ACCOUNTS
  • Average Account Value
    $165,415
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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