Thomas Walker, financial advisor Glastonbury CT

Thomas Walker

CRD Number: 5776303
Current Firm: Apella Wealth

Thomas Walker (CRD# 5776303) is an Investment Advisor Representative working at Apella Wealth in Glastonbury, CT and has 1 year of experience in the finance industry. Thomas 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Apella Capital, LLC Berwyn, PA Oct 2022 - Current 1
Structured Asset Management Berwyn, PA Nov 2011 - Current 12
Retired Malvern, PA Mar 2004 - Current 20
Aramark Philadelphia, PA Jun 1977 - Current 46

Thomas Walker has no recent exams reported.
Contact Info for Thomas L. Walker
Phone Number: 860.785.2260
Registered State(s):
  • CT
  • PA
By the Numbers
  • Total Assets Under Management
    2,478
    MILLIONS
  • Total Number of Accounts
    7,259
    ACCOUNTS
  • Average Account Value
    $341,392
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

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