David
Walker

Equitable Advisors, LLC

CRD#1001792
Investment Advisor
in Toledo, OH

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About this Advisor

David Walker is a financial advisor working in Toledo, Ohio with a total of 20 years of relevant experience. Walker is currently employed by Equitable Advisors, LLC. During their career, Walker has held roles at Axa Advisors, LLC and Equitable Advisors, LLC. Walker has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in California, Georgia and Ohio. Equitable Advisors, LLC is a financial advisory company headquartered in New York, NY. It has offices in 885 locations and a total of 5,251 employees. It controls $25 billion in assets among its 75,222 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 177 charitable organizations. Of its 75,222 customer accounts, 42% belong to high-net-worth investors who have greater than $1 million in assets. The company provides a diverse assortment of services, such as 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. Financial advisory fees usually depend on which service is provided. However, fees charged by Equitable Advisors, LLC may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

20 years

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

3450 West Central Avenue Suite 240
Toledo, OH 43606

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

OH Average: 88
Total Number of Accounts

75,222

OH Average: 3,892
Average Account Size

$326,438

OH 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

David Walker Work History

David has been registered as a financial advisor for 20 years.*

1999 - Present (25 years)

Equitable Advisors, LLC

1999 - 2020 (21 years)

Axa 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 David 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 Equitable Advisors, LLC

Matthew Chirico
Stamford, CT
Gerald Grant
Falls Church, VA
Jennifer Farris
Trussville, AL
Michael Stenach
Minneapolis, MN
Jeffrey Desmarais
Shelton, CT
Sean Dambaugh
Mount Pleasant, SC
Steven South
Selma, AL
Stephen Curlee
Franklin, TN

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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