Matthew Walker, financial advisor Salt Lake City UT
89 score

Matthew Walker

CRD Number: 6206383
Current Firm: Independent Financial Group, LLC

Matthew Walker (CRD# 6206383) is an Investment Advisor Representative working at Independent Financial Group, LLC in Salt Lake City, UT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Group Salt Lake City, UT Jun 2013 - Current 4
Walker Development Salt Lake City, UT Feb 2009 - Current 8
Disability Advisors Salt Lake City, UT Feb 2009 - Current 8
Security National Mortgage Salt Lake City, UT Oct 2006 - Current 10
Inspectus Inc. Salt Lake City, UT Jan 2006 - Feb 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Matthew N. Walker
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    1,856
    MILLIONS
  • Total Number of Accounts
    9,804
    ACCOUNTS
  • Average Account Value
    $189,301
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)
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, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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