Walker Franklin Davidson
Investment adviser representative at Carolina Strategy, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$119.1MFirm 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
13 years in the industry.
- Carolina Strategy, LLCJan 2023 to now
- Walker DavidsonFeb 2021 to Dec 2022
- Cornercap Investment CounselApr 2013 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (NC).
Carolina Strategy, LLC
$119.1MAssets managed
64Clients
1Advisers
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
- 4484374
- Firm CRD
- 324629