Best Investors Account Sign in
Inactive

Robert Craig Walker

Robert M Walker & Associates

Lebanon, OH

CRD 1419667

Claim This Profile
Employer firm

Robert M Walker & Associates CRD 122671

$13.6M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Periodicals / newsletters

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

Current Employers
Robert M Walker & Associates

Taylorsville, KY • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-08-07
KY RA APPROVED 2024-02-07
  • OH RA
    APPROVED
    Since 2024-08-07
  • KY RA
    APPROVED
    Since 2024-02-07

Branch Locations

Lebanon, OH • 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
Robert M. Walker Associates, Inc. Louisville KY 11/1998 Present
Cfa Institute Charlottesville VA 06/2000 Present
Your Tax Guy Georgetown 01/2012 Present
International College Of The Cayman Islands Georgetown 08/2013 07/2017
  • 11/1998 → Present
    Robert M. Walker Associates, Inc.
    Louisville, KY
  • 06/2000 → Present
    Cfa Institute
    Charlottesville, VA
  • 01/2012 → Present
    Your Tax Guy
    Georgetown
  • 08/2013 → 07/2017
    International College Of The Cayman Islands
    Georgetown
Other Businesses

Tax Preparer, Your Tax Guy. January, 2012. Tax preparation. Approximately 500 hours per year. No hours spent during trading hours.

Designations
  • Chartered Financial Analyst

View on SEC IAPD

More in Lebanon, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor