Alisha
Stocker
Wall Capital Group, Inc
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About this Advisor
Alisha Stocker is a financial advisor based in Phoenix, Arizona with 2 years of industry experience. Stocker is an employee of Wall Capital Group, Inc. Over the course of their career, Stocker has held roles at Wall Capital Group, Inc, Grand Canyon University/Education, Vesta Hospitality, Fastsigns and Intercontinental Hotels Group. Stocker maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Arizona. Wall Capital Group, Inc is a registered investment company that has its headquarters in Phoenix, AZ. It handles $630 million in assets under management between its 992 client accounts, making it one of the larger firms in the United States by assets under management. Of its 992 client accounts, just 4% are held by high-net-worth clients who have at least $1 million in investable assets. Wall Capital Group, Inc has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees largely vary depending on which services are offered. Fee types billed by Wall Capital Group, Inc most likely consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wall Capital Group, Inc Brokerage Details
$630,225,976
6
992
$635,308
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Alisha Stocker Work History
Alisha has been registered as a financial advisor for 2 years.*
Wall Capital Group, Inc
Grand Canyon University/Education
Vesta Hospitality
Fastsigns
Intercontinental Hotels Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alisha Stocker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wall Capital Group, Inc
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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