Marcus Brent Walker

Employer firm

Fifth Third Wealth Advisors LLC CRD 313015

$7.80B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 08/2015 → 02/2021
  Bb&T
  Dallas, TX
• 02/2021 → 07/2024
  Truist
  Dallas, TX
• 07/2024 → Present
  Fifth Third Wealth Advisors Llc
  Dallas, TX

Previous Registrations

• 2021-02-17 → 2024-04-26
  Truist Advisory Services, Inc.
  Atlanta, GA
  Fort Worth, TX
  Dallas, TX
• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Dallas, TX
  Richmond, VA
• 2015-09-21 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Dallas, TX
• 2012-01-12 → 2015-09-01
  Karsten Advisors
  Fort Worth, TX
• 2009-09-09 → 2012-01-17
  Avantax Advisory Services
  Irving, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-18
• S63 Uniform Securities Agent State Law Examination
  2005-04-08

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Mark Brent Walker