William
Walker
United Capital Financial Advisors
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About this Advisor
William Walker is a financial advisor based in Langhorne, Pennsylvania, working with United Capital Financial Advisors. William has previously held positions at Metlife Securities Inc, Mml Investors Services, LLC, United Capital Financial Advisers, LLC, Cetera Advisor Networks LLC, and Lion Street Financial. William has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, William is part of United Capital Financial Advisors, which operates out of Langhorne, Pennsylvania. The firm has 47 offices and 288 employees. The firm manages assets totaling $17.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at United Capital Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Capital Financial Advisors Brokerage Details
$17,693,379,042
288
49,991
$353,931
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
William Walker Work History
Lion Street Financial
United Capital Financial Advisers, LLC
Cetera Advisor Networks LLC
Mml Investors Services, LLC
Metlife Securities Inc
Disclosures
Please visit the SEC profile of William 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 United Capital Financial Advisors
Holyoke, MA
Rockford, IL
Charlotte, NC
Carlsbad, CA
Newport Beach, CA
Indianapolis, IN
Scottsdale, AZ
South Pasadena, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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