William Robert Walker
Investment adviser representative at Concorde Asset Management, LLC
24 yearsExperience
4 statesRegistered in
$598.4MFirm assets
14 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Concorde Asset Management, LLCFeb 2023 to now
- Concorde Investment ServicesFeb 2023 to now
- World Financial Group, IncJan 2010 to now
- Bci Management, IncDec 2021 to May 2026
- Pj Properties, LLCDec 2021 to Jun 2025
- Transamerica Financial Advisors, IncJan 2012 to Dec 2022
- Pj Properties LLC Schizuko Komura Properties LLCMar 2004 to Dec 2021
- Fenix Marine Services - Formerly Eagle Marine ServicesSep 2003 to Jun 2019
- Bci Capital Management, IncNov 2002 to Dec 2021
- Walker Trading Group, LPNov 2002 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, IL, WA).
Concorde Asset Management, LLC
$598.4MAssets managed
3,705Clients
79Advisers
14 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
- 5771229
- Firm CRD
- 140367