Robert WalkerCRD Number: 2982667
Current Firm: Centaurus Financial, Inc.
Robert Walker (CRD# 2982667) is an Investment Advisor Representative working at Centaurus Financial, Inc. in White Stone, VA and has over 6 years of experience in the finance industry.
Mwa Investments, LLC
Infinex Investments, Inc.
Infinex Investments, Inc.
|Centaurus Financial, Inc.||Anaheim, CA||Mar 2020 - Current||1|
|Wealth Planning Solutions||White Stone, VA||Feb 2008 - Current||13|
|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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management4,258MILLIONS
Total Number of Accounts24,655ACCOUNTS
Average Account Value$172,685
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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