Peter Walker, financial advisor Sebastopol CA

Peter Walker

CRD Number: 821214
Current Firm: Money Manager Review/world Capital Management

Peter Walker (CRD# 821214) is an Investment Advisor Representative working at Money Manager Review/world Capital Management in Sebastopol, CA and has over 43 years of experience in the finance industry.

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Company Name Location Dates Years
World Capital Management Sebastopol, CA Aug 2017 - Current 6
Etf Asset Management, LLC Sebastapol, CA Sep 2004 - Current 19
Money Manager Review Daly City, CA May 1986 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1980
S65 NASAA Investment Advisors Law Examination Dec 2005
Contact Info for Peter C. Walker
Phone Number: 415-386-7111
Registered State(s):
  • CA
Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $500,000
Compensation Options
  • A percentage of assets under your management
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA

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