Brian Walker, financial advisor Tampa FL

Brian Walker

CRD Number: 3039566
Current Firm: Primerica Advisors

Brian Walker (CRD# 3039566) is an Investment Advisor Representative working at Primerica Advisors in Tampa, FL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Tampa, FL Mar 1998 - Current 26
Primerica Financial Services Tampa, FL Sep 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2007
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Brian K. Walker
Phone Number: 833-786-0550
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, WY

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