Walker Wealth Advisors, LLC

Walker Wealth Advisors, LLC (CRD# 159700) is a financial advisory firm headquartered in Pensacola, FL. They manage $29,946,694 in 179 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $167,300
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, TX

Financial Advisors at Walker Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Phillip B. Walker
CRD#: 5798439
3 W Garden Street, Suite 710, Pensacola, FL 32502
101
Wealthminder
score

Phillip Walker (CRD# 5798439) is an Investment Advisor Representative working at Walker Wealth Advisors, LLC in Pensacola, FL and has over 7 years of experience in the finance industry. Phillip 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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