Brandon WalkerCRD Number: 5916971
Current Firm: Advice And Planning Services
Brandon Walker (CRD# 5916971) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 6 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Tiaa-cref Individual & Institutional Services, LLC||Charlotte, NC||Apr 2011 - Current||6|
|Tiaa||Charlotte, NC||Apr 2011 - Current||6|
|Wells Fargo||Charlotte, NC||Jun 2010 - Mar 2011||< 1|
|Unemployed||Wilkesboro, NC||Jan 2000 - May 2010||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses