Robert
Walker
Grove Point Advisors, LLC
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About this Advisor
Robert Walker is a financial advisor who works out of Rockville, Maryland who has 2 years of industry experience. Walker currently works for Grove Point Advisors, LLC. Throughout their career, they have worked at Investment Strategies, Lincoln Financial Securities Corporation, H. Beck, Inc, Grove Point Advisors, LLC and Grove Point Investments, LLC. Walker has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to advise clients in Tennessee. Grove Point Advisors, LLC is a financial advisory business operating out of Rockville, MD. The firm has offices in 208 locations and a total of 333 advisors. It administers $2 billion in assets across its 8,355 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 19 charities and foundations. Of its 8,355 customer accounts, 18% belong to high-net-worth investors who have at least $1 million in assets available to invest. Grove Point Advisors, LLC has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically vary depending on which services are offered. Fees billed by Grove Point Advisors, LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Grove Point Advisors, LLC Brokerage Details
$1,926,783,604
333
8,355
$230,614
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Walker Work History
Robert has been registered as a financial advisor for 2 years.*
Grove Point Advisors, LLC
Grove Point Investments, LLC
Investment Strategies
H. Beck, Inc
Lincoln Financial Securities Corporation
*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 Robert 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 Grove Point Advisors, LLC
Lutherville Timonium, MD
Rockville, MD
Rockville, MD
Trenton, NJ
Paso Robles, CA
Rockville, MD
Rockville, MD
Paso Robles, CA
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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