David C Walker
Investment adviser representative at Vestgen Advisors, LLC
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Vestgen Advisors. LLC.Oct 2025 to now
- Private Client ServicesOct 2025 to now
- Walker Financial Services Inc.Oct 2002 to now
- LPL Financial, LLCDec 2020 to Oct 2025
- Securities America Advisors, Inc.Aug 2009 to Dec 2020
- Securities America Inc.Aug 2009 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (IL).
Vestgen Advisors, LLC
$6.7BAssets managed
22,790Clients
58Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1986655
- Firm CRD
- 318657