Brett WalkerCRD Number: 3002306
Current Firm: Commonwealth Financial Network
Brett Walker (CRD# 3002306) is an Investment Advisor Representative working at Commonwealth Financial Network in Salisbury, NH and has over 19 years of experience in the finance industry.
Advisors Financial Planning Group, LLC
Ubs Financial Services Inc.
Granite Investment Advisors, Inc.
|Commonwealth Equity Services, Inc.||Salisbury, NH||Jan 1998 - Current||19|
|Financial Strategies Retirement Partners, LLC||Salisbury, NH||Jan 2012 - Jan 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
- 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