Beth Walker, financial advisor Colorado Springs CO
93 score

Beth Walker

CRD Number: 3115536
Current Firm: The Wealth Consulting Group

Beth Walker (CRD# 3115536) is an Investment Advisor Representative working at The Wealth Consulting Group in Colorado Springs, CO and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Las Vegas, NV Nov 2014 - Current 2
The Wealth Consulting Group Colorado Springs, CO Nov 2014 - Current 2
New England Securities Phoenix, AZ Jun 2008 - Oct 2014 6
Mass Mutual Life Insurance Spfld, MA Dec 2003 - Jun 2008 4
Mml Investors Services Inc. Las Vegas, NV Dec 2003 - Jun 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Beth V. Walker
Phone Number: (702) 263-1919
Firm Website: http://www.wealthcg.com
Registered State(s):
  • CO
  • NV
By the Numbers
  • Total Assets Under Management
    458
    MILLIONS
  • Total Number of Accounts
    2,351
    ACCOUNTS
  • Average Account Value
    $194,964
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, FL, HI, IN, LA, MI, MO, NM, NV, NY, OR, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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