James W. Walker, P.a.

James W. Walker, P.a. (CRD# 110863) is a financial advisory firm headquartered in Naples, FL. They manage $2,591,046 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3960 Radio Road, Suite 201, Naples, FL 34104
http://www.jameswalkercpa.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $863,682
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at James W. Walker, P.a.
Showing 1 - 1 of 1 top financial advisors.
1
James Walker, financial advisor Naples FL
James W. Walker
CRD#: 5210665
3960 Radio Road, Suite 201, Naples, FL 34104

James Walker (CRD# 5210665) is an Investment Advisor Representative working at James W. Walker, P.a. in Naples, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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