Kevin Walker, financial advisor West Lake OH

Kevin Walker

CRD Number: 5416040
Current Firm: Archer Investment Corporation

Kevin Walker (CRD# 5416040) is an Investment Advisor Representative working at Archer Investment Corporation in West Lake, OH and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Archer Investment Corporations Camel, IN Jun 2023 - Current < 1
Purshe Kaplan Sterling Investments Albany, NY Sep 2017 - Current 6
Jason Orsky Wealth Management Westlake, OH Aug 2017 - Jun 2023 5
Cetera Advisors, LLC Denver, CO Aug 2014 - Aug 2017 3
Edward Jones St. Louis, MO Sep 2007 - Aug 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Kevin J. Walker
Phone Number: 317-581-5664
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    749
    MILLIONS
  • Total Number of Accounts
    3,810
    ACCOUNTS
  • Average Account Value
    $196,642
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

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