Shala L Walker
Investment adviser representative at Linscomb Wealth, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.2BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Linscomb Wealth, Inc.Apr 2026 to now
- Foreside Financial Services, LLCApr 2023 to now
- Mar Vista Investment PartnersFeb 2023 to now
- Purshe Kaplan Sterling InvestmentsJul 2022 to Jan 2023
- Stavis & Cohen Private Wealth LLCOct 2019 to Jan 2023
- Fsc Securities CorporationOct 2019 to Jul 2022
- Stavis & Cohen FinancialOct 2019 to Mar 2021
- Mercer Global Advisors Inc.Jul 2018 to Sep 2019
- Alliant Group,lpAug 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Linscomb Wealth, Inc.
$5.2BAssets managed
1,665Clients
21Advisers
31 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
- 5678236
- Firm CRD
- 106779