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Brent Walker

11 Years of Experience
Smyrna, TN
Broker

Brent Walker is a registered investment advisor at Cetera Investment Advisers LLC, based in Smyrna, TN, with 11 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

9 N Lowry Street, Smyrna, TN, 37167

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brent operates under the DBA Wealth Legacy Planners for financial services, dedicating a full-time workload to it. He also serves as a board member for The Timothy Network (a non-profit) and as an assistant cross country coach at Stewarts Creek High School, requiring minimal time commitments.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Cetera Advisors LLC
December 2021 - March 2024 · 2 yrs 3 mos
LPL Financial LLC
March 2015 - December 2021 · 6 yrs 9 mos
LPL Financial LLCBroker
March 2015 - December 2021 · 6 yrs 9 mos
Edward JonesBroker
December 2014 - February 2015 · 2 mos
State Registrations9 states
ALCODCFLGAKYMISCTN
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.