James David Walker
Investment adviser representative at Kendall Capital Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$743.9MFirm 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 assetsFixed 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
12 years in the industry.
- Kendall Capital ManagementJul 2022 to now
- Mckinley Carter Wealth Services, Inc.Jan 2014 to Jul 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (MD).
Kendall Capital Management
$743.9MAssets managed
352Clients
7Advisers
13 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
- 3020966
- Firm CRD
- 134740