Marcus Walker, financial advisor Charlotte NC

Marcus Walker

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Marcus B. Walker
Phone Number: 704-954-1364
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    743
    MILLIONS
  • Total Number of Accounts
    3,725
    ACCOUNTS
  • Average Account Value
    $199,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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Data verified by both the advisor and the public regulatory data.

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