John Walker, financial advisor Plymouth Meeting PA
93 score

John Walker

CRD Number: 5401258
Current Firm: Citizens Securities, Inc.

John Walker (CRD# 5401258) is an Investment Advisor Representative working at Citizens Securities, Inc. in Plymouth Meeting, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Bank Paoli, PA Mar 2013 - Current 3
Cco Investment Services Paoli, PA Mar 2013 - Current 3
Pnc Berwyn, PA Aug 2010 - Mar 2013 2
Sovereign Bank/lpl Devon, PA Sep 2009 - Aug 2010 < 1
Wachovia Bank/securities Ardmore, PA Jun 2006 - Sep 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for John T. Walker
Phone Number: 1-800-942-8300
Registered State(s):
  • DE
  • FL
  • MD
  • PA
  • NJ
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, 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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