Tiffany
Walker
Captrust
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About this Advisor
Tiffany Walker is a certified financial planner and chartered financial consultant operating out of Minneapolis, Minnesota with a total of 6 years of industry experience. Walker works at Captrust. During their career, Walker has held roles at Baker Tilly Virchow Krause, Llp, Baker Tilly Capital, LLC, Baker Tilly Investment Advisors, LLC, Bronfman E.L. Rothschild Lp, Bronfman E.L. Rothschild Capital, LLC, Windsor Financial Group LLC and Captrust Financial Advisors. Walker has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to work in Minnesota. Captrust is a financial advisory company operating out of Raleigh, NC. The investment advisory business has offices in 69 locations and a total of 1,338 financial advisors. It manages $715 billion in assets across its 76,254 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 136 charitable organizations. Of its 76,254 accounts, 33% belong to high-net-worth investors who have more than $1 million in investable assets. The business provides a number of services, such as financial planning services, 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 publication of newsletters. Fees charged by financial advisors largely vary depending on the type of services offered. Fees billed by Captrust most likely include some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning 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
- Publication of periodicals or newsletters
Tiffany Walker Work History
Tiffany has been registered as a financial advisor for 6 years.*
Captrust Financial Advisors
Bronfman E.L. Rothschild Capital, LLC
Windsor Financial Group LLC
Bronfman E.L. Rothschild Lp
Baker Tilly Virchow Krause, Llp
Baker Tilly Capital, LLC
Baker Tilly Investment Advisors, LLC
*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 Tiffany 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 Captrust
Phoenix, AZ
Raleigh, NC
Clarkston, MI
Raleigh, NC
Clarkston, MI
Montgomery, AL
Chesterton, IN
Raleigh, NC
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.
