MW
ChFC
MW
ChFC
Malcolm Walker is a ChFC-designated registered investment advisor, based in Austin, TX, with 28 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
Get directionsHistory
Regulatory History (2)
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Customer Dispute
May 2015Denied
Customer Dispute
May 2009Denied
Other Business ActivitiesSells Insurance
Malcolm sells fixed insurance, provides tax preparation and consulting, and is the CEO/Owner of Excella Wealth Properties, Inc., a holding company for commercial properties. He also co-owns rental properties in Florida and Pennsylvania; each of these activities takes minimal time.
Employment History
Current Registrations
Kestra Investment Services, LLC
September 2025 - Present · 10 mos
Kestra Advisory Services, LLC
September 2025 - Present · 10 mos
Kestra Investment Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Commonwealth Financial Network
August 2016 - September 2025 · 9 yrs 1 mo
Commonwealth Financial NetworkBroker
August 2016 - September 2025 · 9 yrs 1 mo
Msi Financial Services, INC.Broker
June 2016 - August 2016 · 2 mos
Msi Financial Services, INC.
June 2016 - August 2016 · 2 mos
Metlife Securities INC.
September 2007 - June 2016 · 8 yrs 9 mos
Metlife Securities, INCBroker
April 1997 - June 2016 · 19 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
April 1997 - July 2007 · 10 yrs 3 mos
State Registrations15 states
ALAZCACTFLGAMANCNYOHPASCTXVAWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.