1. Wealthminder
  2. Wilmington, DE
  3. Claim this page
  1. Claim this page
Dana Walker, financial advisor Wilmington DE

Dana Walker

CRD Number: 2600290
Current Firm: Q(x) Branch Reserve Investments LLC

Dana Walker (CRD# 2600290) is an Investment Advisor Representative working at Q(x) Branch Reserve Investments LLC in Wilmington, DE and has over 29 years of experience in the finance industry.

CONTACT
Similar Advisors
Mark Abbonizio, financial advisor Wilmington DE
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Similar Advisors
Brandon Abe, financial advisor Wilmington DE
Brandon J. Abe
CRD# 6436358
Planning Capital Management Corp.
Similar Advisors
Brad Abel, financial advisor Wilmington DE
Brad Abel
CRD# 6237585
Edward Jones
Company Name Location Dates Years
Q(x) Branch Reserve Investments LLC Wilmington, DE Sep 2018 - Current 5
Self-employed Wilmington, DE Jul 2017 - Sep 2018 1
Kalmar Investments Inc. Wilmington, DE Mar 1986 - Jun 2017 31
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 1995
Contact Info for Dana F. Walker
,
Phone Number: 302-428-1705
Registered State(s):
  • DE
  • VA
Is this advisor you? Unlock this free profile to update your info and see who's viewing your profile.
Current Firm Details
Q(x) Branch Reserve Investments LLC
Firm's CRD Number: 298902
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $1,075,938
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

DE, VA

Ready to hire a financial advisor? Get competitive proposals from Dana Walker and other advisors.
Request Proposals
BADGES

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 derived from SEC.gov data covering 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.

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.