Daniel Walker, financial advisor Menlo Park CA
93 score

Daniel Walker

CRD Number: 4515434
Current Firm: Svb Wealth Advisory, Inc.

Daniel Walker (CRD# 4515434) is an Investment Advisor Representative working at Svb Wealth Advisory, Inc. in Menlo Park, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Svb Securities Menlo Park, CA Jul 2015 - Current 1
Svb Wealth Advisory Inc. Menlo Park, CA Jul 2015 - Current 1
Fidelity Brokerage Services LLC Palo Alto, CA Nov 2010 - Jul 2015 4
Unemployed Corona Del Mar, CA May 2010 - Nov 2010 < 1
Ameriprise Financial Services, Inc. Irvine, CA Feb 2002 - May 2010 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
Contact Info for Daniel F. Walker
Phone Number: 415-764-3178
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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

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