Andrew Walker, financial advisor Portland ME
93 score

Andrew Walker

CRD Number: 3185396
Current Firm: Guidance Point Advisors, LLC

Andrew Walker (CRD# 3185396) is an Investment Advisor Representative working at Guidance Point Advisors, LLC in Portland, ME and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Guidance Point Advisors, LLC Portland, ME Aug 2013 - Current 3
Guidance Point Retirement Services, LLC Portland, ME Feb 2012 - Current 4
Multnomah Group, Inc. Portland, ME Dec 2008 - Current 7
Acacia Associates Inc. Portland, ME Dec 2008 - Current 7
Retirement System Distributors Inc. New York, NY Jan 2006 - Sep 2008 2
Retirement System Investors Inc. New York, NY Jun 2004 - Sep 2008 4
Retirement System Group Inc. New York, NY Apr 2004 - Aug 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Jun 2002
Contact Info for Andrew J. Walker
Phone Number: 617-869-6653
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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

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