Joanna
Walker
Lpl Financial LLC
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About this Advisor
Joanna Walker is a financial advisor based in Goodyear, Arizona, working with Lpl Financial LLC. Joanna has previously held positions at Transamerica Financial Advisors, Inc, Stookey Companies, Pearson, Inc (Smarthinking Division), World Financial Group, Inc, Aflac, Ask Insurance Group, LLC, Aflac Inc, Mariposa Point At Algodon Center, Netlaw, Network Together, LLC, Olson Insurance Agency, College Loan Freedom, Growstrong Wealth Strategies, LLC, Guided Wealth Insurance, LLC, and Lpl Financial LLC. Joanna has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arizona. Currently, Joanna is part of Lpl Financial LLC, which operates out of Goodyear, Arizona. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
- Educational seminars/workshops
- Other
Joanna Walker Work History
Lpl Financial LLC
Growstrong Wealth Strategies, LLC
Growstrong Wealth Strategies, LLC
College Loan Freedom
Netlaw
Olson Insurance Agency
Ask Insurance Group, LLC
World Financial Group, Inc
Guided Wealth Insurance, LLC
Network Together, LLC
Mariposa Point At Algodon Center
Aflac Inc
Transamerica Financial Advisors, Inc
Aflac
Transamerica Financial Advisors, Inc
Pearson, Inc (Smarthinking Division)
Stookey Companies
Disclosures
Please visit the SEC profile of Joanna Walker 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 Lpl Financial LLC
Fort Mill, SC
Fort Mill, SC
Cohasset, MA
Metairie, LA
Dublin, CA
South Portland, ME
San Antonio, TX
Austin, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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