Sang
Walker

Supreme Alliance LLC

CRD#4415858
Investment Advisor
in Charlotte, NC

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About this Advisor

Sang Walker is a financial advisor based in Charlotte, North Carolina who has 3 years of relevant experience. Walker is an advisor for Supreme Alliance LLC. Throughout their career, Walker has worked at J.P. Morgan Securities LLC, Texas Nutrition Consutlants, National Life Group, Equity Services, Inc, Supreme Alliance LLC, Sivells Bend Isd, Uber and Decatur Isd. Walker has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Supreme Alliance LLC is a business operating in Charlotte, North Carolina. The company has a total of 10 people on staff. It oversees $10 million in assets across its 82 customer accounts, placing it among the smaller investment advisory firms in the United States by assets under management. Supreme Alliance LLC has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fee types billed by Supreme Alliance LLC likely are comprised of any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

14804 Resolves Lane
Charlotte, NC 28277

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Supreme Alliance LLC Brokerage Details

Total Assets Under Management

$10,150,600

Total Number of Employees

10

Total Number of Accounts

82

Average Account Size

$123,788

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Sang Walker Work History

Sang has been registered as a financial advisor for 3 years.*

2023 - Present (1 year)

Sivells Bend Isd

2021 - Present (3 years)

Decatur Isd

2020 - Present (4 years)

Supreme Alliance LLC

2021 - 2022 (1 year)

Uber

2017 - 2021 (4 years)

Sivells Bend Isd

2014 - 2019 (5 years)

National Life Group

2014 - 2019 (5 years)

Equity Services, Inc

2013 - 2019 (6 years)

Texas Nutrition Consutlants

2012 - 2014 (2 years)

J.P. Morgan Securities 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 Sang 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 Supreme Alliance LLC

Sang Walker
Charlotte, NC
Charles Ehnot
Charlotte, NC
Brian Parker
Timberlake, NC
Peter Addison
Charlotte, NC
Jeffrey Deuel
Charlotte, NC
Werner Maiwald
Charlotte, NC
Michael Jones
Charlotte, NC
Marc Surmay
Northfield, OH

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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