Janet Walker
Janet Walker is a registered investment advisor at Independent Advisor Alliance, LLC, based in Alexander, AR, with 24 years of industry experience. Janet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
Location
4756 Bryant Parkway, Alexander, AR, 72002
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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
Janet is a registered investment advisor with Independent Advisor Alliance and GenWealth Financial Advisors, spending about half of her time on these activities. She is also involved with GenWealth Insurance Services LLC and Sage Insurance Partners, writing life, long-term care, fixed annuity, and Medicare business, as well as selling non-variable insurance products.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Genwealth Financial Advisors, LLC
LPL Financial LLC
PFS Investments INC.Broker
State Registrations20 states
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.