Robert Walker (CRD# 2982667) is an Investment Advisor Representative working at Centaurus Financial, Inc. in White Stone, VA and has over 8 years of experience in the finance industry.
CRD# 5894579
Mwa Investments, LLC
CRD# 2338659
Lpl Financial LLC
CRD# 2123315
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Centaurus Financial, Inc. | Anaheim, CA | Mar 2020 - Current | 4 |
| Wealth Planning Solutions | White Stone, VA | Feb 2008 - Current | 16 |
| Infinex Investments, Inc. | Meriden, CT | May 2019 - Feb 2020 | < 1 |
| Virginia Commonwealth Bank | Kilmarnock, VA | May 2019 - Feb 2020 | < 1 |
| Summit Brokerage Services | White Stone, VA | Jun 2015 - May 2019 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2015 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- MA
- VA
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Total Assets Under Management5,212MILLIONS
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Total Number of Accounts30,814ACCOUNTS
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Average Account Value$169,144
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for businesses (other than small businesses) or institutional clients
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- Publication of periodicals or newsletters
- Market timing services
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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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