Yale Walker (CRD# 5746979) is an Investment Advisor Representative working at Psi Advisors, LLC in Saint Petersburg, FL and has over 12 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Psi Advisors | Tampa, FL | Mar 2022 - Current | 2 |
| Avantax Investment Services, Inc. | St Petersburg, FL | Sep 2016 - Mar 2022 | 5 |
| Avantax Insurance Agency, LLC | St Pertersburg, FL | Sep 2016 - Mar 2022 | 5 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Dec 2009 - Sep 2016 | 6 |
| Northwestern Mutual Investment Services, LLC | St Petersburg, FL | Mar 2001 - Sep 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management624MILLIONS
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Total Number of Accounts3,025ACCOUNTS
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Average Account Value$206,333
- 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
CA, CO, FL, GA, IL, LA, MI, MO, NC, NE, NH, NY, OH, PA, SC, TN, TX, VA
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