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Brent Walker

15 Years of Experience
Jackson, MS
BrokerSells Insurance

Brent Walker is a registered investment advisor, based in Jackson, MS, with 15 years of industry experience.

Location

2630 Ridgewood Road, Suite C, Jackson, MS, 39216

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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

Brent is a member of Cornerstone Financial Services, soliciting clients for insurance and investment services, dedicating about half of his time. He is also a member of Dream Properties NW, LLC and a partner/co-owner of Rivertree Financial Planning, spending about 10-20% of his time growing the firm and servicing clients.

Employment History
Current Registrations
Valmark Advisers, INC.
October 2021 - Present · 4 yrs 7 mos
Valmark Securities, INC.Broker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Tlg Advisors, INC.
January 2017 - October 2021 · 4 yrs 9 mos
The Leaders Group, INC.Broker
April 2016 - October 2021 · 5 yrs 6 mos
Sowell Management Services
September 2012 - January 2017 · 4 yrs 4 mos
Collateral Financial Advisors, LLC
January 2011 - August 2012 · 1 yr 7 mos
State Registrations6 states
ALARLAMSTXWI
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.