Nicholas Alan Walker

Employer firm

Walker Financial Advisors Inc CRD 106268

$233M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2020 → 01/2022
  Bsi Financial Services
  Irving, TX
• 03/2019 → 05/2020
  Yardi Systems
  Irving, TX
• 08/2014 → 05/2018
  Texas State University
  San Marcos, TX
• 05/2018 → 03/2019
  N/A
  Dallas, TX
• 01/2022 → Present
  Walker Financial Advisors, Inc
  Mission Viejo, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-15

Designations

• Certified Financial Planner