Steven Walker (CRD# 6468071) is an Investment Advisor Representative working at Primerica Advisors in Hiawatha, IA and has over 8 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gabeline Trucking | Yarmouth, IA | Sep 2021 - Current | 2 |
| Twin State , Inc. | Davenport, IA | Apr 2019 - Current | 5 |
| Pfs Investments Inc. | Hiawatha, IA | May 2015 - Current | 9 |
| Primerica Financial Services | Hiawatha, IA | Jul 2014 - Current | 9 |
| Ruan | Muscatine, IA | Jun 2004 - Jan 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2015 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
- IA
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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