Erik Walker
CRD Number: 2837622Current Firm: Householder Group Estate & Retirement Specialists
Compensation Model: Both
CRD# 6344169
Mathis Wealth Management
CRD# 2843482
Independent Financial Group, LLC
CRD# 2005875
Edelman Financial Engines
Company Name | Location | Dates | Years |
---|---|---|---|
Householder Group Estate & Retirement Specialists | Surprise, AZ | Dec 2017 - Current | 6 |
Verus Capital Partners | Surprise, AZ | Jun 2014 - Current | 9 |
Securities America Inc. | Surprise, AZ | Apr 2014 - Current | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1998 |
S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2004 |
- AZ
-
Total Assets Under Management1,306MILLIONS
-
Total Number of Accounts6,706ACCOUNTS
-
Average Account Value$194,748
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WA, WI, WV, WY
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