Scott A Walker
Investment adviser representative at Truist Advisory Services, Inc.
15 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm 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
Experience
15 years in the industry.
- Truist Advisory Services, Inc.Jan 2024 to now
- Truist Investment Services, IncJan 2024 to now
- JPMorgan Chase Bank NAJun 2022 to Jan 2024
- JPMorgan Securities LLCJun 2022 to Jan 2024
- Wells Fargo BankJul 2019 to Jun 2022
- Wells Fargo Clearing ServicesJul 2019 to Jun 2022
- City National BankSep 2011 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 3188645
- Firm CRD
- 283390