Brian Walker (CRD# 2892426) is an Investment Advisor Representative working at Svl Investment Management in Placentia, CA and has over 26 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Svl Investment Management | Placentia, CA | Mar 2024 - Current | < 1 |
| Thrivent Investment Management Inc. | Brea, CA | Jul 2002 - Mar 2024 | 21 |
| Thrivent Financial For Lutherans | Appleton, WI | Jul 2002 - Mar 2024 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management22MILLIONS
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Total Number of Accounts142ACCOUNTS
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Average Account Value$156,433
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, TX
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