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2451 Industrial Drive, Bowling Green, KY 42101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-31 |
| KY | RA | APPROVED | 2010-02-12 |
Branch Locations
2451 Industrial Drive, Bowling Green, KY 42101 • United States
8303 Shelbyville Rd, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walker Financial Services, Inc. | Bowling Green | KY | 06/1991 | Present |
1) Phillip A. Walker is the president of WorryFree, Inc. which was incorporated in August, 2014. This non investment-related media and marketing firm focusing on implementing marketing plans through television, radio, internet and print media as well as marketing training for members of the WorryFree Retirement Network. Mr. Walker devotes approximately 20 hours per month on WorryFree, Inc. They balance of his time is dedicated to Walker Financial Services, Inc. 2) 08/1996 Independent Licensed Insurance Agent; Lexington, KY; investment related; Life & Health Licensed
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-30 |
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