David
Walker

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7182400
Investment Advisor
in Apollo Beach, FL

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About this Advisor

David Walker is a financial advisor based in Apollo Beach, Florida with 1 year of relevant experience. Walker is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Walker has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Pnc Financial Services, Ben Sprague State Farm Insurance Agency, Sonic Automotive, Red Ventures, Fidelity Investments, Travis Snider State Farm Insurance Agency and Bank Of America N.A. Walker holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to advise clients in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm operating out of New York, NY. The firm has offices in 3,372 locations and a total of 36,687 people on staff. It oversees $1 trillion in assets between its 2,864,234 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm performs a number of services, such as 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 other services. Fees for financial management largely vary depending on which services the firm provides the client. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc can include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

203 Apollo Beach Blvd
Apollo Beach, FL 33572

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

FL Average: $7,464,549,021
Total Number of Employees

36,687

FL Average: 88
Total Number of Accounts

2,864,234

FL Average: 3,892
Average Account Size

$381,844

FL Average: $1,917,921

Investment Advisory 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
  • Other

David Walker Work History

David has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2022 - Present (2 years)

Bank Of America N.A

2021 - 2022 (1 year)

Fidelity Investments

2019 - 2020 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2021 (2 years)

Bank Of America, N.A

2018 - 2019 (1 year)

Pnc Financial Services

2017 - 2017 (< 1 year)

Ben Sprague State Farm Insurance Agency

2017 - 2018 (1 year)

Travis Snider State Farm Insurance Agency

2015 - 2016 (1 year)

Sonic Automotive

2012 - 2015 (3 years)

Red Ventures

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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 Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Scottsdale, AZ
Jonathan Cates
Mount Pleasant, SC
Thomas Theodore
Lincoln, RI
William Edgar
New York, NY
Amy Sorge
New York, NY
Paul Michael Reyes
Oak Brook, IL
Richard Buckley
Franklin, MA
Patrick Riley
Sammamish, WA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.

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