Casey Walker is a registered investment advisor at LPL Financial LLC, based in Lehi, UT, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Lehi, UT
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Casey operates Summit Point Wealth Management and Walker Investments as DBAs for their LPL business, and is co-owner of Walker Consulting LLC, C & J Organization LLC, and Thomas & Walker Enterprises LLC for tax/investment purposes. Casey also coaches soccer and owns Scuplt Studio LLC, dedicating a few hours per week to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Beneficial Investment Services, INC.Broker
Cetera Advisor Networks LLCBroker
Park Avenue Securities LLCBroker
State Registrations18 states
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