Kirk WalkerCRD Number: 5493727
Current Firm: Strategic Financial Concepts, LLC
Kirk Walker (CRD# 5493727) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in San Antonio, TX and has over 3 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Strategic Financial Concepts, LLC||San Antonio, TX||Jun 2014 - Current||3|
|National Financial Alliance||San Antonio, TX||May 2013 - Current||5|
|Texas State University||San Marcos, TX||Aug 2010 - May 2013||2|
|Coastline Community College||Orange, CA||Aug 2009 - Aug 2010||1|
|Synergy Financial||Austin, TX||Dec 2007 - Oct 2009||1|
|Texas State University||San Marcos, TX||Aug 2004 - Oct 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2014|
Total Assets Under Management156MILLIONS
Total Number of Accounts1,271ACCOUNTS
Average Account Value$122,430
- 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
AL, CA, FL, LA, MT, NM, OK, TX, UT
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