Race
Walker

Cadaret, Grant & Co., Inc

CRD#6102650
Investment Advisor
in Seminole, FL

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About this Advisor

Race Walker is a financial advisor based in Seminole, Florida, working with Cadaret, Grant & Co., Inc. Race has previously held positions at Bb&T Investment Services, IncL, Cadaret, Grant & Co., Inc, and Vernick Financial Planning. Race has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Race is part of Cadaret, Grant & Co., Inc, which operates out of Seminole, Florida. The firm has 287 offices and 761 employees. The firm manages assets totaling $6.9 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cadaret, Grant & Co., Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9303 Seminole Blvd Suite A
Seminole, FL 33772

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Cadaret, Grant & Co., Inc Brokerage Details

Total Assets Under Management

$6,873,332,863

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

761

FL Average: 88
Total Number of Accounts

25,405

FL Average: 3,892
Average Account Size

$270,550

FL Average: $1,917,921

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

Race Walker Work History

2015 - Present (9 years)

Cadaret, Grant & Co., Inc

2015 - Present (9 years)

Vernick Financial Planning

2014 - 2015 (1 year)

Bb&T Investment Services, IncL

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Disclosures

Please visit the SEC profile of Race 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 Cadaret Grant & Co Inc

Jordan Sandler
Jericho, NY
John Luttmann
Birmingham, MI
John Driscoll
Syracuse, NY
James Varzal
Little Silver, NJ
Michael Triebwasser
Melville, NY
Vince Larosa
Syracuse, NY
Nicholas Kelley
Hornell, NY
Brian Marquez
Kilroy, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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