Nicholas
Walker
Walker Financial Advisors Inc
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About this Advisor
Nicholas Walker is a financial advisor based in Mission Viejo, California, working with Walker Financial Advisors Inc. Nicholas has previously held positions at Bsi Financial Services, Yardi Systems, Texas State University, Christ United Methodist Church, and Walker Financial Advisors, Inc. Nicholas has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Nicholas is part of Walker Financial Advisors Inc, which operates out of Mission Viejo, California. The firm has 4 employees and manages assets totaling $190.3 million. The firm serves a variety of clients, including 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, and publication of newsletters. The fee structure at Walker Financial Advisors Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Walker Financial Advisors Inc Brokerage Details
$190,258,725
4
352
$540,508
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
Nicholas Walker Work History
Walker Financial Advisors, Inc
Bsi Financial Services
Yardi Systems
N/A
Texas State University
Christ United Methodist Chruch
Disclosures
Please visit the SEC profile of Nicholas 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 Walker Financial Advisors Inc
Mission Viejo, CA
Mission Viejo, CA
Mission Viejo, CA
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