Becky
Walker

Triad Advisors LLC

CRD#2128198
Investment Advisor
in Austin, TX
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

23 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, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1200 West Slaughter Lane Suite B
Austin, TX 78748

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Triad Advisors LLC Brokerage Details

Total Assets Under Management

$920,995,833

TX Average: $3,570,121,308
Total Number of Employees

199

TX Average: 58
Total Number of Accounts

3,342

TX Average: 1,608
Average Account Size

$275,582

TX Average: $2,220,225

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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.

2013 - Present (6 years)

Triad Advisors, Inc

2008 - 2013 (5 years)

Lincoln Financial Securities Corp

1995 - Present (24 years)

Wealth Strategies Inc

Disclosures

Becky Walker has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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