Richard Walker (CRD# 5540842) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Jenkinston, PA and has over 15 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Camden, NJ | Feb 2021 - Current | 3 |
| Truist Advisory Services, Inc. | Atlanta, GA | Feb 2021 - Current | 3 |
| Bb&t Securities, LLC | Mullica Hill, NJ | Jan 2018 - Feb 2021 | 3 |
| Bb&t Investment Services, Inc. | Allentown, PA | Jun 2017 - Jan 2018 | < 1 |
| Key Investment Services LLC | Maple Glen, PA | Sep 2016 - Jun 2017 | < 1 |
| Lpl Financial, LLC | Maple Glen, PA | May 2010 - Sep 2016 | 6 |
| First Niagara Securities | Spring House, PA | May 2010 - Sep 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2008 |
- PA
- TX
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
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, WY
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