Bradley WalkerCRD Number: 3146727
Current Firm: Beard Investment Services, Inc.
Bradley Walker (CRD# 3146727) is an Investment Advisor Representative working at Beard Investment Services, Inc. in Youngstown, OH and has over 19 years of experience in the finance industry.
Wealthcare Capital Management LLC
Arnett Carbis Toothman Wealth Advisors LLC
Ameriprise Financial Services, Inc.
|Valmark Advisers, Inc.||Akron, OH||Feb 2017 - Current||1|
|Valmark Securities, Inc.||Akron, OH||Jan 2017 - Current||1|
|Beard Financial Services, Inc.||Youngstown, OH||Feb 2001 - Current||17|
|Beard Pension Services, Inc.||Youngstown, OH||Oct 1998 - Current||19|
|Beard Investment Services, Inc.||Youngstown, OH||Oct 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
Total Assets Under Management197MILLIONS
Total Number of Accounts529ACCOUNTS
Average Account Value$371,985
- 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, IL, MD, MI, NC, OH, PA, SC, TX, VA