Matthew Walker (CRD# 4267358) is an Investment Advisor Representative working at Eagle Strategies LLC in Saddle Brook, NJ and has over 21 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Saddle Brook, NJ | Oct 2019 - Current | 4 |
| Nylife Securities, LLC | Saddle Brook, NJ | Nov 2018 - Current | 5 |
| New York Life Insurance Company | Saddle Brook, NJ | Oct 2018 - Current | 5 |
| Mml Investors Services | Saddle Brook, NJ | Jan 2017 - Jul 2018 | 1 |
| Massmutual | Saddle Brook, NJ | Dec 2016 - Jul 2018 | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Dec 2016 | < 1 |
| Northwestern Mutual Life Ins | Milwaukee, WI | Jun 2009 - Dec 2016 | 7 |
| Northwester Mutual Invst. LLC | Milwaukee, WI | May 2012 - Mar 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2002 |
| S65 | NASAA Investment Advisors Law Examination | May 2012 |
- NJ
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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