Joanna Walker (CRD# 6409421) is an Investment Advisor Representative working at Lpl Financial LLC in Goodyear, AZ and has over 9 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 6741281
Charles Schwab & Company, Inc.
CRD# 5739535
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Goodyear, AZ | May 2024 - Current | < 1 |
| World Financial Group, Inc. | Tucson, AZ | Jul 2014 - Current | 9 |
| Growstrong Wealth Strategies, LLC | Loveland, CO | Sep 2021 - May 2024 | 2 |
| Growstrong Wealth Strategies, LLC | Loveland, CO | Mar 2021 - May 2024 | 3 |
| College Loan Freedom | Henderson, NV | Oct 2020 - Apr 2024 | 3 |
| Olson Insurance Agency | Glendale, AZ | May 2019 - Apr 2024 | 4 |
| Netlaw | Louisville, KY | Feb 2019 - Apr 2024 | 5 |
| Ask Insurance Group, LLC | Gilbert, AZ | May 2016 - Apr 2024 | 7 |
| Guided Wealth Insurance, LLC | Loveland, CO | Mar 2021 - Jan 2023 | 1 |
| Transamerica Financial Advisors, Inc. | Tucson, AZ | Feb 2017 - Mar 2021 | 4 |
| Transamerica Financial Advisors, Inc. | Tucson, AZ | Oct 2014 - Mar 2021 | 6 |
| Aflac Incorporated | Peoria, AZ | Mar 2017 - Jun 2020 | 3 |
| Network Together, LLC | Scottsdale, AZ | Mar 2019 - Apr 2020 | 1 |
| Mariposa Point At Algodon Center | Phoenix, AZ | May 2018 - Jul 2019 | 1 |
| Stookey Companies | Des Moines, IA | May 2007 - Dec 2017 | 10 |
| Aflac | Peoria, AZ | Jul 2015 - Feb 2017 | 1 |
| Pearson, Inc. (smarthinking Division) | Iowa City, IA | Sep 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
| S63 | Uniform Securities State Law Examination | Nov 2014 |
- AZ
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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