Beth Vivian Walker
Investment adviser representative at Exceptional Wealth & Family Office
27 yearsExperience
2 statesRegistered in
$292.2MFirm assets
Under 1 yearFirm in business
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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
27 years in the industry.
- Exceptional Wealth & Family OfficeJun 2026 to now
- Exceptional Wealth Family OfficeJun 2026 to now
- Beth WalkerJan 2003 to now
- Nanaimo LLC dba Center for College SolutionsDec 1999 to now
- Carson WealthAug 2019 to Jun 2026
- Cwm, LLCAug 2019 to Jun 2026
- Cetera Advisor Networks, LLCAug 2019 to Apr 2022
- LPL Financial, LLCNov 2014 to Aug 2019
- The Wealth Consulting GroupNov 2014 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Exceptional Wealth & Family Office
Legal name: Ec Ventures V LLC
$292.2MAssets managed
206Clients
6Advisers
Under 1 yearIn 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
- 3115536
- Firm CRD
- 340444