Andrew Walker (CRD# 4315712) is an Investment Advisor Representative working at Lpl Financial LLC in Orem, UT and has over 15 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 840425
Equitable Advisors, LLC
CRD# 1473328
Brookstone Capital Management LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Orem, UT | Jan 2022 - Current | 2 |
Commonwealth Financial Network | Waltham, MA | Oct 2007 - Jan 2022 | 14 |
Merrill Financial Associates | Provo, UT | Jun 2004 - Jan 2022 | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2009 |
S63 | Uniform Securities State Law Examination | Sep 2022 |
- TX
- UT
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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