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).
Total Assets Under Management30MILLION
Total Number of Accounts179ACCOUNTS
Average Account Value$167,300
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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.