Walker Financial Advisors Inc DBA California 457 Benefits
Legal Name: WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS
Full Contact Details
Walker Financial Advisors Inc DBA California 457 Benefits
27201 PUERTA REAL, SUITE 465, MISSION VIEJO, CA
949-367-1961
949-367-1887
Other Info
Walker Financial Advisors, Inc. DBA California 457 Benefits, a California Corporation, offers professional financial advisory services with a team of three employees. The firm boasts a substantial client base of 5 individuals and their SEC status is currently listed as approved, as of their registration date of July 24th, 2018.
Walker Financial Advisors, Inc.
Walker Financial Advisors, Inc. is an independent, fee-only Registered Investment Advisor with the Securities & Exchange Commission. We specialize in the design and management of investment portfolios for professionals, business owners, executives, and affluent retirees. Walker Financial offers cust…
Direct Owners
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SCOTT DOUGLAS WALKER
CHAIRMAN & CEO owns less than 5%
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WALKER FAMILY TRUST DATED 08/14/1996
REVOCABLE LIVING TRUST owns 75% or more
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WARREN BOYD ISENBERG
CHIEF COMPLIANCE OFFICER owns less than 5%