Sheldon Walker (CRD# 6628609) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Clearfield, UT and has over 7 years of experience in the finance industry.
CRD# 3037835
Rock House Financial
CRD# 1260613
Stratos Wealth Partners, Ltd
CRD# 5073773
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Northrop Grumman | Roy, UT | Jan 2023 - Current | 1 |
Share Your Blessings LLC | Hooper, UT | Nov 2016 - Current | 7 |
Wealthwave | Johns Creed, GA | May 2016 - Current | 8 |
Transamerica Financial Advisors, Inc. | Clearfield, UT | Mar 2016 - Current | 8 |
World Financial Group, Inc. | Clearfield, UT | Nov 2012 - Current | 11 |
Managed Wealth Financial | South Jordan, UT | Nov 2012 - Current | 11 |
Creative Material Handling | Syracuse, UT | Feb 2006 - Current | 18 |
United State Air Force | Hill Afb, UT | Mar 2020 - Jan 2023 | 2 |
All About Trust | American Fork, UT | Apr 2019 - Jan 2023 | 3 |
Debtmerica Relief | Santa Ana, CA | Mar 2018 - Jun 2020 | 2 |
Master Networks | Plano, TX | Sep 2016 - Jul 2018 | 1 |
Us Air Force Civilian | Hill Air Force Base, UT | Apr 2007 - May 2018 | 11 |
Walker Corp., LLC | Hooper, UT | Feb 2012 - Dec 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2016 |
S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
- UT
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
-
Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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