Shala
Walker
Mar Vista Investment Partners, LLC
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About this Advisor
Shala Walker is a certified financial planner operating out of Houston, Texas. Walker works at Mar Vista Investment Partners, LLC. During their career, the advisor has held roles at Morgan Stanley, Morgan Stanley Private Bank, National Association, Alliant Group, Lp, Mercer Global Advisors Inc, Fsc Securities Corporation, Stavis & Cohen Financial, Stavis & Cohen Private Wealth LLC, Purshe Kaplan Sterling Investments and Mar Vista Investment Partners, LLC. Walker maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. Mar Vista Investment Partners, LLC is a company that has its headquarters in Los Angeles, CA. The company has offices in four locations and a total of 18 financial advisors. It manages $2 billion in assets among its 501 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 21 charities and foundations. Of its 501 client accounts, just 10% belong to high-net-worth clients who have more than $1 million in assets available to invest. Mar Vista Investment Partners, LLC performs a broad assortment of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fees charged by Mar Vista Investment Partners, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mar Vista Investment Partners, LLC Brokerage Details
$2,360,251,267
18
501
$4,711,080
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Shala Walker Work History
Shala has been registered as a financial advisor for 0 years.*
Mar Vista Investment Partners, LLC
Purshe Kaplan Sterling Investments
Stavis & Cohen Financial
Fsc Securities Corporation
Stavis & Cohen Financial
Stavis & Cohen Private Wealth LLC
Mercer Global Advisors Inc
Alliant Group,Lp
Morgan Stanley Private Bank, National Association
Morgan Stanley
*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 Shala 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 Mar Vista Investment Partners, LLC
Houston, TX
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Hopkins, MN
Hopkins, MN
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.
