Best Investors Account Sign in
Inactive

Kirk Alan Walker

Strategic Financial Concepts, LLC

San Antonio, TX

Claim This Profile
Current Employers
Strategic Financial Concepts, Llc

901 Ne Loop 410 Suite 100, San Antonio, TX 78209 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-12
CA RA APPROVED 2014-06-23
TX RA APPROVED 2014-06-23
  • FL RA
    APPROVED
    Since 2024-07-12
  • CA RA
    APPROVED
    Since 2014-06-23
  • TX RA
    APPROVED
    Since 2014-06-23

Branch Locations

901 Ne Loop 410 Suite 100, San Antonio, TX 78209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
National Financial Alliance San Antonio TX 05/2013 Present
Strategic Financial Concepts, Llc San Antonio TX 06/2014 Present
Other Businesses

NATIONAL FINANCIAL ALLIANCE - LIFE, HEALTH, LONG-TERM CARE, & DISABILITY INSURANCE. TITLE: FINANCIAL ADVISOR - INSURANCE HOURS: 2-10 WEEKLY

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-11
  • S65 Uniform Investment Adviser Law Examination
    2014-06-11

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
1900 WEALTH
ROCKEFELLER FINANCIAL LLC
PARK AVENUE SECURITIES LLC
RBC CAPITAL MARKETS, LLC
KESTRA ADVISORY SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
ULRICH INVESTMENT CONSULTANTS

Other Investors

Daniel W Lasater
ABIGAIL CLAUDIO-JACKSON
RYAN MCCLEARY
JASON MATTHEW PORTER
John David Carrillo
Klinton Chi-Chuen Law
Erik Carl Munson
Joshua L Killeen

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

More in San Antonio, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor