Unclaimed Profile

William Craig Walker

WC WALKER & ASSOCIATES, INC.·FULLERTON, California

SIE, Series 3, Series 7, Series 7TO, Series 24, Series 51, Series 63, Series 65CFPClean record21 years registeredWC WALKER & ASSOCIATES, INC.

623 N. HARBOR BLVD., FULLERTON, CA 92832CRD# 1465509Firm CRD# 305814

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Craig Walker · FULLERTON, CA

Registration

CRD #1465509 · WC WALKER & ASSOCIATES, INC. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WC WALKER & ASSOCIATES, INC.

MARINER

Feb 2023 – Jun 2026

Reno, NV

WC WALKER & ASSOCIATES, INC.

Nov 2019 – Apr 2023

FULLERTON, CA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Apr 2020

FULLERTON, CA

RAYMOND JAMES FINANCIAL SERVICES

Nov 2004 – Jan 2009

FULLERTON, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 7TO

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · November 4, 2004

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WC WALKER & ASSOCIATES, INC.

CRD 305814 · SEC 801-117603

AUM

$311M

Regulatory assets under management

Employees

483 client accounts

Services offered by WC WALKER & ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WC WALKER & ASSOCIATES, INC. →

Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FULLERTON?

Browse all registered financial advisors in FULLERTON, California or claim this profile if it's yours.

Browse FULLERTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Craig Walker offer?

William Craig Walker specializes in Financial Planning, Investment Management.

What are William Craig Walker's credentials?

William Craig Walker holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Craig Walker located?

William Craig Walker is based in FULLERTON, California, last registered with WC WALKER & ASSOCIATES, INC..

How does William Craig Walker charge for services?

William Craig Walker's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WC WALKER & ASSOCIATES, INC.?

WC WALKER & ASSOCIATES, INC. has approximately 7 employees and manages $311M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →