Yale William Walker
Investment adviser representative at Psi Advisors, LLC
10 yearsExperience
1 stateRegistered in
$800.9MFirm assets
9 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 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.
- Psi Advisors, LLCMar 2022 to now
- Avantax Insurance Agency, LLCSep 2016 to Mar 2022
- Avantax Investment Services, Inc.Sep 2016 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Psi Advisors, LLC
$800.9MAssets managed
1,745Clients
11Advisers
9 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
- 5746979
- Firm CRD
- 285880