Brett Walker, financial advisor Salisbury NH
93 score

Brett Walker

CRD 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 18 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Equity Services, Inc. Salisbury, NH Jan 1998 - Current 18
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
Contact Info for Brett A. Walker
Phone Number: 781-736-0700
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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