Bradley Walker (CRD# 3146727) is an Investment Advisor Representative working at Beard Investment Services, Inc. in Canfield, OH and has over 25 years of experience in the finance industry.
CRD# 2361084
Edward Jones
CRD# 4628189
The Wealth Consulting Group
CRD# 4843791
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valmark Advisers, Inc. | Akron, OH | Feb 2017 - Current | 7 |
| Valmark Securities, Inc. | Akron, OH | Jan 2017 - Current | 7 |
| Beard Pension Services, Inc. | Canfield, OH | Oct 1998 - Current | 25 |
| Beard Investment Services, Inc. | Canfield, OH | Oct 1998 - Current | 25 |
| Beard Financial Services, Inc. | Youngstown, OH | Feb 2001 - Feb 2017 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- OH
- PA
- TX
-
Total Assets Under Management455MILLIONS
-
Total Number of Accounts745ACCOUNTS
-
Average Account Value$611,365
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, GA, OH, PA, TX, VA
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