Sean
Walker
Abundance Wealth Counselors, LLC
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About this Advisor
Sean Walker is a financial advisor working in State College, Pennsylvania with a total of 2 years of industry experience. Walker is an advisor for Abundance Wealth Counselors, LLC. Over the course of their career, Walker has held roles at Abundance Wealth Counselors LLC, Hoffman Leakey Architects, Seawalker Consulting, G.M. Mccrossin, Penn State University and Bechtel Corporation. Walker maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Pennsylvania. Abundance Wealth Counselors, LLC is a company operating out of State College, PA. It handles $1 billion in assets between its 1,476 customer accounts, placing it among the bigger firms in the United States by assets under management. Of its 1,476 customer accounts, 36% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and pension consulting services. A financial advisor's fee schedules largely depend on the financial services. However, fee types billed by Abundance Wealth Counselors, LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Abundance Wealth Counselors, LLC Brokerage Details
$1,068,883,279
26
1,476
$724,176
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Sean Walker Work History
Sean has been registered as a financial advisor for 2 years.*
Abundance Wealth Counselors LLC
Hoffman Leakey Architects
Seawalker Consulting
G.M. Mccrossin
Penn State University
Bechtel 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 Sean 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 Abundance Wealth Counselors, LLC
State College, PA
State College, PA
State College, PA
State College, PA
State College, PA
State College, PA
State College, PA
State College, PA
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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