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Phillip Anthony Walker

WALKER FINANCIAL SERVICES, INC.·BOWLING GREEN, Kentucky
Clean recordWALKER FINANCIAL SERVICES, INC.
2451 INDUSTRIAL DRIVE, BOWLING GREEN, KY 42101CRD# 1903416Firm CRD# 145457

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Phillip Anthony Walker · BOWLING GREEN, KY
Registration
CRD #1903416 · WALKER FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Phillip Anthony Walker is a registered financial advisor based in BOWLING GREEN, Kentucky, affiliated with WALKER FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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Firm Overview

Firm
WALKER FINANCIAL SERVICES, INC.
TONY WALKER FINANCIAL
AUM
$239M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at WALKER FINANCIAL SERVICES, INC. →
Services
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1903416
Firm CRD# 145457
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Phillip Anthony Walker offer?
Phillip Anthony Walker specializes in Investment Management, Fee-Only Advisory. Contact their office in BOWLING GREEN, Kentucky for a consultation.
What are Phillip Anthony Walker's credentials?
Phillip Anthony Walker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phillip Anthony Walker located?
Phillip Anthony Walker is based in BOWLING GREEN, Kentucky, working with WALKER FINANCIAL SERVICES, INC.. Their office serves clients in the BOWLING GREEN metropolitan area and surrounding communities.
How does Phillip Anthony Walker charge for services?
Phillip Anthony Walker's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WALKER FINANCIAL SERVICES, INC.?
WALKER FINANCIAL SERVICES, INC. has approximately 14 employees and manages $239M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WALKER FINANCIAL SERVICES, INC.

Carl William Jurgens
BOWLING GREEN, KY

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
LOUISVILLE (242)LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)WADDY (6)RICHMOND (5)ELIZABETHTOWN (5)HEBRON (5)FT. MITCHELL (4)
City Guides
LOUISVILLE GuideLEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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