Walker
Person
Lion Street Advisors, LLC
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About this Advisor
Walker Person is a financial advisor based in Austin, Texas, working with Lion Street Advisors, LLC. Walker has previously held positions at New England Securities, Vip Insurance, and The Leaders Group Inc. Walker has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Walker is part of Lion Street Advisors, LLC, which operates out of Austin, Texas. The firm has 27 offices and 156 employees. The firm manages assets totaling $2.3 billion and serves high-net-worth clients. 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, and selection of other advisers. The fee structure at Lion Street Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lion Street Advisors, LLC Brokerage Details
$2,341,977,930
156
7,526
$311,185
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
Walker Person Work History
The Leaders Group Inc
Vip Insurance
New England Securities
Disclosures
Please visit the SEC profile of Walker Person 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 Lion Street Advisors, LLC
Bellevue, WA
Austin, TX
Austin, TX
Fargo, ND
Weimar, TX
Dallas, TX
Bellevue, WA
Austin, TX
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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