Becky Lynn Walker
Investment adviser representative at First Financial Coaching, Inc.
35 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$670.6MFirm assets
Are you Becky Lynn Walker? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Seminars and workshops
Experience
35 years in the industry.
- First Financial Coaching, Inc.Jul 2025 to now
- Leigh Baldwin & Co., LLCJul 2025 to now
- Osaic Wealth, Inc.Aug 2024 to Jul 2025
- Triad Advisors, Inc.Jan 2013 to Aug 2024
- Wealth Strategies IncNov 1991 to Jul 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
First Financial Coaching, Inc.
$670.6MAssets managed
1,512Clients
14Advisers
3 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
- 2128198
- Firm CRD
- 152070