Sean Walker, financial advisor State College PA

Sean Walker

CRD Number: 7407406
Current Firm: Abundance Wealth Counselors, LLC

Sean Walker (CRD# 7407406) is an Investment Advisor Representative working at Abundance Wealth Counselors, LLC in State College, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Abundance Wealth Counselors LLC State College, PA Jan 2021 - Current 3
Hoffman Leakey Architects Boalsburg, PA Feb 2020 - Jan 2021 < 1
Seawalker Consulting Bellefonte, PA Oct 2019 - Jan 2020 < 1
G.m. Mccrossin Bellefonte, PA Jan 2019 - Sep 2019 < 1
Penn State University University Park, PA Nov 2013 - Dec 2018 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2021
Contact Info for Sean Walker
Phone Number: 814.861.3810
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,185
    MILLIONS
  • Total Number of Accounts
    1,638
    ACCOUNTS
  • Average Account Value
    $723,696
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States

CA, DE, FL, MD, MI, NJ, NY, OH, PA, TN, TX, VA

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