Walker AbneyCRD Number: 5248339
Current Firm: Tilia Fiduciary Partners, Inc.
Walker Abney (CRD# 5248339) is an Investment Advisor Representative working at Tilia Fiduciary Partners, Inc. in Wilmington, NC and has over 15 years of experience in the finance industry. Walker Abney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wells Fargo Clearing Services, LLC
Commonwealth Financial Network
Lumina Wealth Management, LLC
|Tilia Fiduciary Partners, Inc.||Wilmington, NC||Jan 2022 - Current||< 1|
|Tilia Fiduciary Partners, Inc.||Wilmington, NC||May 2011 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
Total Assets Under Management153MILLIONS
Total Number of Accounts771ACCOUNTS
Average Account Value$198,343
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
KY, LA, NC, NY, SC, TX, WA
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