Derek Alan Walker

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1998 → Present
  New York Life Ins Co
  Pittsburgh, PA
• 03/1998 → Present
  Nylife Securities Llc
  Pittsburgh, PA
• 08/2001 → Present
  Walker Financial Services
  Bigler, PA
• 07/2019 → Present
  Eagle Strategies Llc
  Pittisburgh, PA

Other Businesses

[REPRESENTATIVE;PENNSYLVANIA GENERAL ASSEMBLY; NON INVESMENT RELATED; ELECTED OFFICAL; COMPENSATED BY WAGES; 9 HRS WEEKLY; START DATE 04/2006] [PENN STATE DUBOIS/ADJUNT FACULTY; COLLEGE PLACE DUBOIS PA 15801; TEACH A 4 CREDIT COURSE / ADJUNCT INSTRUCTOR OF STATISTICS IN COLLEGE OF BUSINESS AND ECONOMICS AT PENN STATE DUBOIS CAMPUS;5 HOURS PER WEEK TO CLASS PREPARATION, CLASS AND GRADING; NON INVESTEMENT RELATED; START DATE 11/2009; NON INVESTMENT RELATED] [OPERATING UNDER THE DBA NAME OF WALKER FINANCIAL SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; START DATE: 08/2001] [PENN CROSSING MANAGEMENT (PCM); INVESTMENT-RELATED; 179 WALKER ROAD, BIGLER, PA 16825; GAS PIPELINE DEVELOPMENT AND CONSTRUCTION; OFFICER / OWNER; START DATENOVEMBER 2011; 15 HOURS PER MONTH, 10 DURING BUSINESS HOURS; CONTACT GAS COMPANIES AND PIPELINE OPERATIONS FOR DVELOPMENT OF GAS LINES ALONG THE PCM RIGHT-OF-WAY] [DELUCOBA;LIMITED PARTNERSHIP;INVESTMENT-RELATED;1988 DALE ROAD, WOODLAND, PA 16881;MANAGES COAL RESERVES AND ROYALTIES; LIMITED PARTNER; START - DECEMBER 2008;NO TIME DEVOTED TO ACTIVITY; RECEIVE DIVIDEND INCOME] [GIGO; LIMITED PARTNERSHIP;INVESTMENT-RELATED;1988 DALE ROAD, WOODLAWN, PA 16881; MANAGES COAL RESERVES AND ROYALTIES;LIMITED PARTNER; START DATE DECEMBER 2008;NO TIME DEVOTED TO BUSINESS; RECEIVE DIVIDEND INCOME] [JAMAL Sales; Commercial and residential rental properties. 336 Bigler Road, Bigler PA 16825, and 245 Bigler Road, Bigler, PA 16825.; P.O. Box 322, Bigler, PA 16825; Start Date 12/2014; Role/Title: Owner; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours; General upkeep of property, paying taxes, utilities and other fees] [GANADO INVESTMENT CLUB ; MEMBER; INVESTMENT RELATED; START DATE 08/2002; 1 HOUR PER MONTH]

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-09
• S63 Uniform Securities Agent State Law Examination
  1998-01-20

Other Names

• Derek A Walker