Barbara Walker, financial advisor New Albany IN
93 score

Barbara Walker

CRD Number: 3159454
Current Firm: Geneos Wealth Management, Inc.

Barbara Walker (CRD# 3159454) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in New Albany, IN and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Geneos Wealth Management Inc. New Albany, IN Jun 2015 - Current 1
William E. Hopkins & Associates, Inc. Jackson, TN Jan 2007 - Jun 2015 8
Silver Oak Securities, Inc. New Albany, IN Jan 2007 - Jun 2015 8
National Life Vermont New Albany, IN Jun 2000 - Jun 2015 15
Woodbury Financial Services New Albany, IN Oct 2005 - Jan 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Oct 2001
Contact Info for Barbara L. Walker
Phone Number: 303-785-8470
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    2,024
    MILLIONS
  • Total Number of Accounts
    10,968
    ACCOUNTS
  • Average Account Value
    $184,545
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV

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

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