Goar, Endriss & Walker, P.a.

Goar, Endriss & Walker, P.a. (CRD# 142160) is a financial advisory firm headquartered in Sarasota, FL. They manage $15,505,075 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $775,254
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Goar, Endriss & Walker, P.a.
Showing 1 - 2 of 2 top financial advisors.
1
Kathleen R. Walker
CRD#: 5243584
1590 First Street, Sarasota, FL 34236
96
Wealthminder
score

Kathleen Walker (CRD# 5243584) is an Investment Advisor Representative working at Goar, Endriss & Walker, P.a. in Sarasota, FL and has over 16 years of experience in the finance industry. Kathleen Walker 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.

2
James C. Goar
CRD#: 2588201
1590 First Street, Sarasota, FL 34236
90
Wealthminder
score

James Goar (CRD# 2588201) is an Investment Advisor Representative working at Goar, Endriss & Walker, P.a. in Sarasota, FL and has 1 year of experience in the finance industry. James Goar 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.

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