Robert Walker, financial advisor White Stone VA

Robert Walker

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Robert E. Walker
Phone Number: 714-456-1790
Registered State(s):
  • MA
  • VA
By the Numbers
  • Total Assets Under Management
    4,258
    MILLIONS
  • Total Number of Accounts
    24,655
    ACCOUNTS
  • Average Account Value
    $172,685
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
  • 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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