Linda Walker
Linda Walker is a CFP-designated registered investment advisor at LPL Financial LLC, based in Long Beach, CA, with 45 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1 World Trade Center 8th Floor, Long Beach, CA, 90831
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2017Customer Dispute
January 1994Other Business ActivitiesSells Insurance
Linda is a CFP and RIA, dedicating about 10-20% of her time to this role. She also owns rental real estate and receives compensation for long-term care insurance sales facilitated by another LPL-approved individual, each taking minimal time.
Employment History
Current Registrations
LPL Financial LLC
Linda A. Walker, CFP
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Network Investment CorporationBroker
E. F. Hutton & Company INCBroker
State Registrations24 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.