Walker Financial Advisors Inc.

Walker Financial Advisors Inc. (CRD# 106268) is a financial advisory firm headquartered in Mission Viejo, CA. They manage $99,169,689 in 126 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $787,061
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
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.

CA

Financial Advisors at Walker Financial Advisors Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Warren B. Isenberg
CRD#: 2521124
27201 Puerta Real, Suite 465, Mission Viejo, CA 92691
96
Wealthminder
score

Warren Isenberg (CRD# 2521124) is an Investment Advisor Representative working at Walker Financial Advisors Inc. in Mission Viejo, CA and has over 22 years of experience in the finance industry. Warren Isenberg 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
Scott D. Walker
CRD#: 1362980
27201 Puerta Real, Suite 465, Mission Viejo, CA 92691
96
Wealthminder
score

Scott Walker (CRD# 1362980) is an Investment Advisor Representative working at Walker Financial Advisors Inc. in Mission Viejo, CA and has over 30 years of experience in the finance industry. Scott 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.

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