Walker Phillips
Walker Phillips is a CFP-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Richmond, VA, with 17 years of industry experience. Walker operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 850 clients with $40B in assets under management.
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Number of Clients
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Location
7204 Glen Forest Drive, Suite 308, Richmond, VA, 23226
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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 →Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
Cerity Partners LLC
Previous Registrations
Palladium Registered Investment Advisors
Waddell & Reed
Wells Fargo Advisors, LLC
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
State Registrations5 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.
Exams
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