Gary WalkerCRD Number: 4569236
Current Firm: Raymond James Financial Services Advisors, Inc.
Gary Walker (CRD# 4569236) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Portsmouth, NH and has over 14 years of experience in the finance industry.
Clear View Wealth Advisors, LLC
Amaretta Financial, LLC
Estate Planners Of New England, LLC
|Steward Partners Investment Advisory, LLC||Portsmouth, DC||Jan 2016 - Current||1|
|Raymond James Financial Services, Inc.||Portsmouth, NH||Sep 2015 - Current||1|
|Raymond James Financial Services Advisors Inc.||Portsmouth, NH||Sep 2015 - Current||1|
|N/a||Portsmouth, NH||Sep 2015 - Current||1|
|Steward Partners Global Advisory, LLC||Portsmouth, NH||Sep 2015 - Current||1|
|Oppenheimer & Company Inc.||Portsmouth, NH||May 2012 - Sep 2015||3|
|Morgan Stanley Smith Barney||Worcester, MA||Jun 2009 - May 2012||2|
|Morgan Stanley & Company, Incorporated||Worcester, MA||Dec 2007 - May 2012||4|
|Citigroup Global Markets Inc.||Worcester, MA||Jun 2002 - Dec 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2002|
|S65||NASAA Investment Advisors Law Examination||Nov 2002|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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