Walker Financial Services, Inc.

Walker Financial Services, Inc. (CRD# 145457) is a financial advisory firm headquartered in Bowling Green, KY. They manage $38,699,214 in 530 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    530
    ACCOUNTS
  • Average Account Value
    $73,017
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, IN, KY, LA, TN

Financial Advisors at Walker Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Phillip A. Walker
CRD#: 1903416
2451 Industrial Drive, Bowling Green, KY 42101
93
Wealthminder
score

Phillip Walker (CRD# 1903416) is an Investment Advisor Representative working at Walker Financial Services, Inc. in Bowling Green, KY and has over 28 years of experience in the finance industry.

2
Heather A. Hughes
CRD#: 6864936
2451 Industrial Drive, Bowling Green, KY 42101
87
Wealthminder
score

Heather Hughes (CRD# 6864936) is an Investment Advisor Representative working at Walker Financial Services, Inc. in Bowling Green, KY and has 1 year of experience in the finance industry.

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