William Craig Walker

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/1997 → 10/2019
  Raymond James Financial Services
  Fullerton, CA
• 05/1997 → 02/2023
  Walker Wealth
  Fullerton, CA
• 10/2019 → 02/2023
  Wc Walker & Associates, Inc.
  Fullerton, CA
• 02/2023 → Present
  Mariner Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2019-11-18 → 2023-04-04
  Wc Walker & Associates, Inc.
  Fullerton, CA
• 2009-01-02 → 2020-04-09
  Raymond James Financial Services Advisors, Inc
  Fullerton, CA
  Fullerton, CA
• 2004-11-04 → 2009-01-02
  Raymond James Financial Services, Inc.
  Fullerton, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-05-26
• S63 Uniform Securities Agent State Law Examination
  1992-05-12

Designations

• Certified Financial Planner

Other Names

• Craig Walker