William Walker
William Walker is a registered investment advisor at Stonex Advisors INC., based in Medina, OH, with 24 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
Medina, OH
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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
William is a sole proprietor providing insurance and tax consulting services, dedicating minimal time to this activity. He is also a registered representative with Kennard Financial Services, focusing on retirement planning and college funding, which takes about a quarter of his time.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Wrp Investments, INC.
Wrp Investments, INC.Broker
American Heritage Securities, INC.Broker
Xtent Financial Group, INC.Broker
Fortune Financial Services, INC.Broker
Burns Financial Centre, INC.Broker
L.M. Kohn & CompanyBroker
Hornor, Townsend & Kent, INC.Broker
State Registrations3 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.