Joanna Sue stookey Walker
Investment adviser representative at LPL Financial LLC
19 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
19 years in the industry.
- LPL Financial LLCMay 2024 to now
- World Financial Group, Inc.Jul 2014 to now
- Growstrong Wealth Strategies, LLCMar 2021 to May 2024
- Guided Wealth Insurance, LLCMar 2021 to Jan 2023
- College Loan FreedomOct 2020 to Apr 2024
- Olson Insurance AgencyMay 2019 to Apr 2024
- Network Together, LLCMar 2019 to Apr 2020
- NetlawFeb 2019 to Apr 2024
- Mariposa Point At Algodon CenterMay 2018 to Jul 2019
- Aflac IncorporatedMar 2017 to Jun 2020
- Ask Insurance Group, LLCMay 2016 to Apr 2024
- AflacJul 2015 to Feb 2017
- Transamerica Financial Advisors, Inc.Oct 2014 to Mar 2021
- Stookey CompaniesMay 2007 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (AZ).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6409421
- Firm CRD
- 6413