Triad Advisors LLC
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About this Advisor
Becky Walker is a certified financial planner based in Austin, Texas, who has 23 years of professional experience. Walker is an advisor for Triad Advisors LLC. During their career, Walker has held roles at Triad Advisors, Inc, Wealth Strategies Inc and Lincoln Financial Securities Corp. Walker maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California, Florida, Louisiana, Texas, Missouri, Colorado, Massachusetts and North Carolina. Triad Advisors LLC is a financial advisory company headquartered in Austin, Texas. The firm has offices in 125 locations and a total of 208 employees. It controls $808 million in assets under management between its 2,908 accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 2,908 customer accounts, just 7% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Financial management fee schedules are based on which services the firm provides the client. Fee types charged by Triad Advisors LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Triad Advisors LLC Brokerage Details
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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
Becky Walker Work History
Becky has 23 years of experience.
Triad Advisors, Inc
Lincoln Financial Securities Corp
Wealth Strategies Inc
Becky Walker has no disclosures.
Please visit their SEC profile for more details.