Marcus WalkerCRD Number: 4582200
Current Firm: Bb&t Investment Services, Inc.
Marcus Walker (CRD# 4582200) is an Investment Advisor Representative working at BB&T in Dallas, TX and has over 10 years of experience in the finance industry. Marcus Walker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Ubs Financial Services Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The Financial Legacy Group
|Bb&t Bank||Dallas, TX||Aug 2015 - Current||5|
|Bb&t Investment Services, Inc.||Dallas, TX||Aug 2015 - Current||5|
|Triad Advisors Inc.||Norcross, GA||May 2012 - Current||8|
|Dewaay Financial Network||Fort Worth, TX||Jan 2012 - Current||9|
|Karsten Advisors||Fort Worth, TX||Dec 2011 - Current||9|
|R. Barry Johnson & Company, P.c.||Arlington, TX||Feb 2011 - Current||9|
|H.d. Vest Advisory Services||Arlington, TX||Jul 2009 - Current||11|
|H.d. Vest Investment Services||Arlington, TX||Nov 2005 - Current||15|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Apr 2005|
|S63||Uniform Securities State Law Examination||Apr 2005|
|S65||NASAA Investment Advisors Law Examination||Sep 2015|
Total Assets Under Management743MILLIONS
Total Number of Accounts3,725ACCOUNTS
Average Account Value$199,416
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV
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