Marico Terrell Walker

Current Employers

Employment History

• 12/2013 → Present
  Transamerica Financial Advisors, Inc
  Jacksonville, FL
• 11/2013 → Present
  Wfgia
  Jacksonville, FL
• 02/2014 → Present
  Real Estate Investment Property
  Jacksonville, FL
• 07/2017 → Present
  Rental Property
  Jacksonville, FL
• 08/2016 → Present
  Netlaw
  Louisville, KY
• 07/2018 → 03/2022
  Debtmerica
  Santa Ana, CA
• 09/2018 → Present
  College Loan Freedom
  Henderson, NV
• 11/2018 → Present
  Rental Property
  Jacksonville, FL
• 10/2021 → Present
  Premier Wealth Group
  Jacksonville, FL
• 02/2023 → Present
  Lspn
  Lindon, UT
• 01/2024 → Present
  Wealthwave Jax Partners, Llc
  Jacksonville, FL
• 11/2024 → Present
  Legacyshield
  Woburn, MA
• 01/2025 → Present
  Hopewell Church
  Jacksonville, FL
• 04/2026 → Present
  Heartland Institute Of Financial Education
  Greenwood Village, CO

Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Wealthwave Jax Partners LLC | Marketing | Manager | investment related | Jacksonville FL | 01/2024 | co-brand company approved through WFGIA Premier Wealth Group / 1021-Present / Investment Related: No /14477 Woodfield Cir. S Jacksonville, FL 32258 / Owner / Rental Property / Hrs. Work Monthly: 5 / Sec Trading Hrs: 0 / Response to tenant if a repair is needed by sending someone to fix a repair. REAL ESTATE INVESTMENT PROPERTY; NOT INVESTMENT RELATED; 8037 MARION CIRCLE, JACKSONVILLE FL 32208; WILL BE BUYING THIS REAL ESTATE PROPERTY AS AN INVESTMENT; OWNER; 02/2014; 8-10 HRS/MONTH; MAINTAIN AND RENT THE PROPERTY TO SOMEONE RENTAL PROPERTY/NO/1593 HURST PLACE/JACKSONVILLE/FL/32209//REAL ESTATE PROPERTY/PROPERTY MANAGER/07.27.2017/3/1/DDAILY ACTIVITY IS TO OVERSEE AND RENT OUT PROPERTY TO A RENTER NETLAW/ 0618-PRESENT / INVESTMENT RELATED: NO / 12910 SHELBYVILLE RD. SUITE 124 LOUSIVILLE, KY 40243 / ASSOCIATE / ESTATE PLANNING / HRS WORK MONTHLY: 10 / SEC TRADING HRS: 1 / REFERRAL POTENTIAL CLIENTS THAT WOULD BENEFIT FROM AN ESTATE PLAN/approved with restrictions College Loan Freedom/129 W Lake Mead Parkway #19 Henderson, NV 89015/Representative/9/26/2018/2/0/ its a referral program, not much hour spend doing it/approved with restrictions RENTAL PROPERTY/no/1604 Hurst Pl Jacksonville, FL 32209/11/20/2018/owner/real estate property that will be sold to me/5/1/property management/approved with restrictions LSPN POSITION: independent representative NATURE: Bundled professional services including estate planning services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 02/08/2023 ADDRESS: 100 N State St, Lindon UT 84042, United States DESCRIPTION: Client communications, marketing, and referring clients LEGACYSHIELD POSITION: Independent Contractor NATURE: Estate Plan (Trust and Wills) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 11/16/2024 ADDRESS: 1 Linscott Rd, Woburn MA 01810, United States DESCRIPTION: Bundled Estate Plans HOPEWELL CHURCH POSITION: Board Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2025 ADDRESS: 3990 Loretto Rd, Jacksonville FL 32223, United States DESCRIPTION: Helping to serve in a leadership role. I'm helping in the decision making for my local church on events or new projects. It's nothing finances related. HEARTLAND INSTITUTE OF FINANCIAL EDUCATION POSITION: Certified Financial Educator NATURE: Financial Education INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/09/2026 ADDRESS: 8301 E Prentice Ave, Greenwood Village CO 80111, United States DESCRIPTION: I promote and provide financial education courses to businesses and employer groups as a Heartland CFEd.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-18
• S63 Uniform Securities Agent State Law Examination
  2015-08-03

Other Names

• Marcio T Walker
• Marcio Terrell Walker
• Marico T Walker