Todd Walker (CRD# 4781913) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Wells, VT and has over 19 years of experience in the finance industry.
CRD# 1579811
Ubs Financial Services Inc.
CRD# 6563579
Edward Jones
CRD# 1137908
Archetype Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vanderbilt Advisory Services | Woodbury, NY | Jul 2017 - Current | 6 |
| Vanderbilt Securities, LLC | Woodbury, NY | Jul 2017 - Current | 6 |
| Financialcopy.com | Wells, VT | Nov 1999 - Dec 2017 | 18 |
| Financial West Group | Westlake Village, CA | Mar 2004 - Jul 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
- TX
- VT
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Total Assets Under Management1,104MILLIONS
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Total Number of Accounts5,069ACCOUNTS
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Average Account Value$217,704
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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