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WALKER FINANCIAL SERVICES, INC.
WALKER FINANCIAL SERVICES, INC.
TONY WALKER FINANCIAL
BOWLING GREEN, Kentucky
·
2 registered advisors
·
CRD# 145457
SEC# 801-120466
3
270-843-9380
01
Firm Overview
AUM
$239M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at WALKER FINANCIAL SERVICES, INC.
2 registered advisors
Carl William Jurgens
BOWLING GREEN, Kentucky
CRD# 7236651
Phillip Anthony Walker
BOWLING GREEN, Kentucky
CRD# 1903416
05
Office Locations
BOWLING GREEN, Kentucky
2 advisors
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Data sourced from SEC Form ADV filings. WALKER FINANCIAL SERVICES, INC. (CRD# 145457) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.