John WalkerCRD Number: 457194
Current Firm: H.m. Payson
John Walker (CRD# 457194) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 30 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
Charter Oak Capital Management
|H. M. Payson & Company||Portland, ME||Jun 1967 - Current||55|
|H.m. Payson & Company||Portland, ME||Jun 1967 - Current||55|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1992|
Total Assets Under Management6,751MILLIONS
Total Number of Accounts3,376ACCOUNTS
Average Account Value$1,999,802
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NE, NH, NJ, NY, PA, TN, TX, VA, VT
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