Best Investors Account Sign in
Inactive

Phillip Brittain Walker

Approach Retirement Advisors, LLC

Pensacola, FL

Birmingham, AL

Claim This Profile
Current Employers
Approach Retirement Advisors, Llc

3928 Cypress Drive Suite 150, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-08-06
AL RA APPROVED 2021-08-02
TX RA APPROVED 2021-08-02
  • FL RA
    APPROVED
    Since 2021-08-06
  • AL RA
    APPROVED
    Since 2021-08-02
  • TX RA
    APPROVED
    Since 2021-08-02

Branch Locations

3 W Garden Street Suite 612, Pensacola, FL 32502 • United States

3928 Cypress Drive Suite 150, Birmingham, AL 35243 • 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
Walker Wealth Advisors, Llc Pensacola FL 10/2011 08/2021
Approach Retirement Advisors, Llc Birmingham AL 08/2021 Present
Previous Registrations
  • 2012-04-04 → 2021-08-13
    Walker Wealth Advisors, Llc
    Pensacola, FL
    Navarre, FL
  • 2011-01-03 → 2012-07-05
    Bayside Wealth Management
    Pensacola, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-11-01
  • S65 Uniform Investment Adviser Law Examination
    2010-11-01
Designations

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
HHM WEALTH ADVISORS, LLC
EDWARD JONES
ARMADA ADVISORS
KINGSMAN WEALTH MANAGEMENT INC.
TRUIST ADVISORY SERVICES, INC.
VM. GROUP
CETERA INVESTMENT ADVISERS LLC

Other Investors

WALTER BRYAN HILL
Evan Jacob Seagle
Robert Charles Lucier
Trevor Samuel Odom
WESLEY SYFRETT ODOM
Frank Pesce III
JOHN FREDERICK COSGROVE
Katie Ilene Kingsman

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Pensacola, FL
HHM WEALTH ADVISORS, LLC · Pensacola, FL
EDWARD JONES · PENSACOLA, FL
ARMADA ADVISORS · PENSACOLA, FL
EDWARD JONES · PENSACOLA, FL
KINGSMAN WEALTH MANAGEMENT INC. · PENSACOLA, FL
TRUIST ADVISORY SERVICES, INC. · PENSACOLA, FL
TRUIST ADVISORY SERVICES, INC. · PENSCOLA, FL

More in Pensacola, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor