Unclaimed Profile

Shawn Joseph Walker

SCARBOROUGH ADVISORS, LLC·ANNAPOLIS, Maryland

SIE, Series 7, Series 66CFPClean record25 years registeredSCARBOROUGH ADVISORS, LLC

1906 TOWNE CENTRE BLVD, ANNAPOLIS, MD 21401CRD# 4207538Firm CRD# 169517

Profile Verification

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

Identity

Shawn Joseph Walker · ANNAPOLIS, MD

Registration

CRD #4207538 · SCARBOROUGH ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

SCARBOROUGH CAPITAL MANAGEMENT

Jan 2014 – present

SCARBOROUGH CAPITAL MANAGEMENT, INC.

Oct 2000 – Jan 2014

ANNAPOLIS, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 4, 2000

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SCARBOROUGH ADVISORS, LLC

CRD 169517 · SEC 801-79006

AUM

$1.2B

Regulatory assets under management

Employees

3,924 client accounts

Services offered by SCARBOROUGH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SCARBOROUGH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Shawn Joseph Walker offer?

Shawn Joseph Walker specializes in Financial Planning, Investment Management. Contact their office in ANNAPOLIS, Maryland for a consultation.

What are Shawn Joseph Walker's credentials?

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

Where is Shawn Joseph Walker located?

Shawn Joseph Walker is based in ANNAPOLIS, Maryland, working with SCARBOROUGH ADVISORS, LLC. Their office serves clients in the ANNAPOLIS metropolitan area and surrounding communities.

How does Shawn Joseph Walker charge for services?

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

How large is SCARBOROUGH ADVISORS, LLC?

SCARBOROUGH ADVISORS, LLC has approximately 19 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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