Stifel, Nicolaus & Company, Inc
About this Advisor
Benjamin Walker is a financial advisor whose office is in Montgomery, Alabama. Currently a registered advisor with Stifel, Nicolaus & Company, Inc, they have accrued 10 years of professional experience in the financial advisory industry. Walker holds a Series 63 license, which certifies the advisor as a securities representative. Walker is registered to act as a financial advisor based out of Alabama and Texas. Walker has spent their entire career at Stifel, Nicolaus & Company, Inc. Stifel, Nicolaus & Company, Inc is located in Montgomery, Alabama, and operates out of 431 locations across the country. As a company, Stifel, Nicolaus & Company, Inc oversees $98 billion in assets dispersed across 244,516 accounts and employs more than 6,153 people. The level of assets currently under the firm's management makes it one of the biggest firms in the country. The firm manages 166,793 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 40% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Stifel, Nicolaus & Company, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Benjamin Walker Work History
Benjamin has 10 years of experience.
Stifel Nicolaus & Co Inc
Benjamin Walker has no disclosures.
Please visit their SEC profile for more details.
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