David
Walker
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
David Walker is a financial advisor based in Santa Barbara, California, working with United Planners' Financial Services Of America A Limited Partner. David has previously held positions at Jackson National Life Distributors LLC, United Planners Financial Services, Proteus Investments LLC, and David Walker. David has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in California and Texas. Currently, David is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Santa Barbara, California. The firm has 209 offices and 570 employees. The firm manages assets totaling $9.3 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, pension consulting services, and selection of other advisers. The fee structure at United Planners' Financial Services Of America A Limited Partner includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$9,326,336,708
570
43,221
$215,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Walker Work History
United Planners Financial Services
David Walker
Proteus Investments LLC
Jackson National Life Distributors LLC
Jackson National Life Distributors LLC
Disclosures
Please visit the SEC profile of David 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 United Planners' Financial Services Of America A Limited Partner
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Melville, NY
Minnetonka, MN
South San Francisco, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
