Stifel, Nicolaus & Company, Inc
About this Advisor
Keith Walker is a financial advisor who works in Roseville, California, who has been in the industry for 12 years. Walker is on the advisory team at Stifel, Nicolaus & Company, Inc. They have spent their complete career at Stifel, Nicolaus & Company, Inc. Walker maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California and Texas. Stifel, Nicolaus & Company, Inc is a financial advisory company operating out of Roseville, California. It has offices in 434 locations and a total of 6,384 financial advisors. It handles $149 billion in assets between its 316,625 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 1,274 charities and foundations. Of its 316,625 client accounts, 27% are associated with high-net-worth individuals who have greater than $1 million in assets. The company performs a number of services, including 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. A financial advisor's fee schedules typically are based on the services provided. Fee types billed by Stifel, Nicolaus & Company, Inc most likely consist of any combination of 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
Keith Walker Work History
Keith has 12 years of experience.
Stifel Nicolaus & Co Inc
Keith Walker has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Stifel, Nicolaus & Company, Inc
Saint Louis, MO
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San Diego, CA
Saint Louis, MO
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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