Walker PhillipsCRD 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 8 years of experience in the finance industry.
Lincoln Financial Advisors Corporation
Pathway Financial Planning, Inc.
Virginia Capital Management Group Inc.
|Palladium Registered Investment Advisors||Norfolk, VA||Oct 2015 - Current||1|
|Waddell & Reed Inc.||Overland Park, KS||Dec 2013 - Oct 2015||1|
|Ivy Funds Distributor Inc.||Overland Park, KS||Oct 2013 - Oct 2015||2|
|St Michaels Church||Shawnee Mission, KS||Mar 2013 - Oct 2015||2|
|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|
Total Assets Under Management1,805MILLIONS
Total Number of Accounts1,720ACCOUNTS
Average Account Value$1,049,234
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, CT, DC, FL, GA, IL, IN, LA, MA, MD, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.