James
Walker
Kendall Capital Management
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About this Advisor
James Walker is a financial advisor based in Rockville, Maryland, working with Kendall Capital Management. James has previously held positions at Mckinley Carter Wealth Services, Inc and Kendall Capital Management. James has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, James is part of Kendall Capital Management, which operates out of Rockville, Maryland. The firm has 9 employees and manages assets totaling $519.8 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, and pension consulting services. The fee structure at Kendall Capital Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kendall Capital Management Brokerage Details
$519,787,468
9
1,440
$360,964
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
James Walker Work History
Kendall Capital Management
Mckinley Carter Wealth Services, Inc
Disclosures
Please visit the SEC profile of James 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 Kendall Capital Management
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
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