Patia Walker, financial advisor Melbourne FL
78 score

Patia Walker

CRD Number: 6291570
Current Firm: Scottrade Investment Management

Patia Walker (CRD# 6291570) is an Investment Advisor Representative working at Scottrade Investment Management in Melbourne, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Scottrade, Inc. Viera, FL Nov 2016 - Current 1
Lpl Melbourne, FL Feb 2014 - Nov 2016 2
Space Coast Credit Union Melbourne, FL Apr 2007 - Nov 2016 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Patia N. Walker
Phone Number: 314-965-1555
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,301
    MILLIONS
  • Total Number of Accounts
    20,396
    ACCOUNTS
  • Average Account Value
    $112,796
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
78

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