Janney Montgomery Scott LLC
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About this Advisor
Eric Walker is a certified financial planner who works in Washington, D.C., with a total of 13 years of professional experience. Walker is an advisor for Janney Montgomery Scott LLC. Over the course of their career, they have held roles at Pulte Mortgage, LLC, University Of Maryland - Smith School, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Janney Montgomery Scott LLC. Walker maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Washington, D.c. and Texas. Janney Montgomery Scott LLC is an advisory firm that has its headquarters in Washington, D.C. The investment advisory business has offices in 104 locations and a total of 1,884 people on staff. It administers $35 billion in total assets across its 118,446 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 743 charitable organizations. Of its 118,446 accounts, 23% are held by high-net-worth clients who have at least $1 million in assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically vary depending on the financial services offered. Fee types billed by Janney Montgomery Scott LLC can include some combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Janney Montgomery Scott LLC Brokerage Details
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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
Eric Walker Work History
Eric has 13 years of experience.
Morgan Stanley Private Bank, National Association
Janney Montgomery Scott LLC
Morgan Stanley Smith Barney
University Of Maryland - Smith School
Pulte Mortgage, LLC
Eric Walker has no disclosures.
Please visit their SEC profile for more details.