Thomas WalkerCRD Number: 5347900
Current Firm: Fisher Investments
Thomas Walker (CRD# 5347900) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 10 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Smb Financial Services, Inc.
Cable Hill Partners, LLC
|Fisher Investments||Woodside, CA||Jul 2013 - Current||4|
|Portland State University||Portland, OR||Sep 2012 - Jun 2013||< 1|
|Santa Barbara Bank And Trust||Montecito, CA||Jun 2012 - Aug 2012||< 1|
|Portland State University||Portland, OR||Sep 2011 - Jun 2012||< 1|
|Bay Federal Credit Union||Capitola, CA||Apr 2011 - Sep 2011||< 1|
|Cuso Financial Services, LP||San Diego, CA||Apr 2011 - Sep 2011||< 1|
|Unemployed||Soquel, CA||Apr 2011 - Apr 2011||< 1|
|Wells Fargo Investments, LLC||Newbury Park/santa Cruz, CA||May 2007 - Dec 2010||3|
|Wells Fargo Bank||Newbury Park/santa Cruz, CA||Apr 2007 - Dec 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management71,790MILLIONS
Total Number of Accounts65,848ACCOUNTS
Average Account Value$1,090,233
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, WY
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