William Walker
William Walker is a CFP, ChFC-designated registered investment advisor at Integrity Alliance, LLC, based in Langhorne, PA, with 15 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.
Fee Estimator
Location
1707 Langhorne-Newtown Road, Suite 1, Langhorne, PA, 19047
Get directionsHistory
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 works full-time as a Wealth Advisor for United Capital Financial Advisors. He also sells fixed insurance products, including life, health, disability, annuities, and long-term care, and is an insurance agent for United Capital Risk Management, spending about 10-20% of his time on these insurance-related activities.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
United Capital Financial Advisors
Previous Registrations
Lion Street Financial, LLCBroker
Mercer Allied Company, L.P.Broker
Goldman Sachs & CO. LLCBroker
Cetera Advisor Networks LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations4 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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