Yale Walker
Walker Wealth Management
2553 1st Avenue North
Saint Petersburg, FL 33713
7273503111
About Walker Wealth Management
At Walker Wealth Management, our team of fiduciary professionals takes a multidisciplinary approach to address every nuance of your financial picture and help you chart a course to achieve your goals.
See Disclosures
General Information
Firm Start Year
2017
CRD#
5746979
Firm CRD#
285880
Years of Experience in Financial Services
13
Advisory Services Provided
Retirement Planning, Portfolio Management, Financial Planning
Qualifications & Membership
Certifications, Accreditations & Designations
AIF®
Compensation and Fees
Minimum Portfolio Size for New Managed Accounts
$500,000
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892148/rothira-Walker-Wealth-Management-detailed-disclosure.html