GW
ChFC
GW
ChFC

Glynn Walker

27 Years of Experience
Abilene, TX
BrokerSells Insurance

Glynn Walker is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Abilene, TX, with 27 years of industry experience. Glynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6693 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6350 Buffalo Gap Rd, Abilene, TX, 79606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Glynn leases a portion of his building to a business and is a board member of Abilene Youth Sports Authority. He also owns Glynn Walker's Insurance Agency and Glynn Walker Enterprises LLC, which involves investment or commercial property.

Employment History
Current Registrations
State Farm Investment Management CORP.
August 2018 - Present · 7 yrs 9 mos
State Farm Vp Management CORP.Broker
April 1998 - Present · 28 yrs 1 mo
Previous Registrations
State Farm Investment Management CORP.
July 2009 - April 2017 · 7 yrs 9 mos
State Farm Investment Management CORP.
November 2003 - December 2008 · 5 yrs 1 mo
State Registrations1 state
TX
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.
Glynn Walker - Financial Advisor | TrueAdvisor