Walker Phillips, financial advisor Norfolk VA
93 score

Walker Phillips

CRD Number: 5620609
Current Firm: Palladium Registered Investment Advisors

Walker Phillips (CRD# 5620609) is an Investment Advisor Representative working at Palladium Registered Investment Advisors in Norfolk, VA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Palladium Registered Investment Advisors Norfolk, VA Oct 2015 - Current 1
Waddell & Reed Inc. Overland Park, KS Dec 2013 - Oct 2015 1
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Prairie Ridge Homes Association Prairie Village, KS Apr 2012 - Oct 2015 3
Wells Fargo Advisors, LLC Leawood, KS Sep 2011 - Dec 2013 2
Morgan Stanley Smith Barney Kansas City, MO Jun 2009 - Sep 2011 2
Citigroup Global Markets Inc. Kansas City, MO Nov 2008 - Sep 2011 2
The Autobarn Vw Of Countryside Countryside, IL Dec 2006 - Nov 2008 1
Auto Appraisal Group Chicago, IL Dec 2006 - Nov 2008 1
Herman Cook Vw Encinitas, CA Jan 2006 - Nov 2006 < 1
Auto Appraisal Group San Diego, CA Jul 2004 - Nov 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Walker W. Phillips
Phone Number: 757-305-1500
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,805
    MILLIONS
  • Total Number of Accounts
    1,720
    ACCOUNTS
  • Average Account Value
    $1,049,234
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, CT, DC, FL, GA, IL, IN, LA, MA, MD, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WV

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

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