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WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS
WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS
WALKER FINANCIAL ADVISORS INC
MISSION VIEJO, California
·
2 registered advisors
·
CRD# 106268
SEC# 801-113658
0
949-367-1961
01
Firm Overview
AUM
$190M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS
2 registered advisors
Scott Douglas Walker
MISSION VIEJO, California
CRD# 1362980
Warren Boyd Isenberg
MISSION VIEJO, California
CRD# 2521124
05
Office Locations
MISSION VIEJO, California
2 advisors
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Data sourced from SEC Form ADV filings. WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS (CRD# 106268) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.