Robert Walker, financial advisor Thousand Oaks CA
96 score

Robert Walker

CRD Number: 1330047
Current Firm: On Investment Management Co

Robert Walker (CRD# 1330047) is an Investment Advisor Representative working at On Investment Management Co in Thousand Oaks, CA and has over 19 years of experience in the finance industry.

Similar Advisors
David Fried, financial advisor Thousand Oaks CA
David R. Fried
CRD# 2753945
Fried Asset Management, Inc.
Score
104
Similar Advisors
Morris Amiri, financial advisor Thousand Oaks CA
Morris M. Amiri
CRD# 4266581
Dash Investments
Score
103
Similar Advisors
Nathan Wallace, financial advisor Thousand Oaks CA
Nathan R. Wallace
CRD# 5646552
Greyfox Investors LLC
Score
103
Professional Designations
Company Name Location Dates Years
The O. N. Equity Sales Company Cincinnati, OH Dec 2012 - Current 4
Robert Walker Thousand Oaks, CA Jun 1982 - Current 34
Mml Investors Services, Inc. Agoura Hills, CA Mar 1996 - May 2012 16
Massachusetts Mutual Life Insurance Comp Springfield, MA Dec 1989 - May 2012 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1997
S65 NASAA Investment Advisors Law Examination Nov 1998
Contact Info for Robert E. Walker
Phone Number: 855-262-0913
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.