Sheldon Bryce Walker
Investment adviser representative at Transamerica Financial Advisors, LLC
20 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Rental PropertyApr 2023 to now
- Northrop GrummanJan 2023 to now
- Share Your Blessings LLCNov 2016 to now
- WealthwaveMay 2016 to now
- Transamerica Financial Advisors, IncMar 2016 to now
- Managed Wealth FinancialNov 2012 to now
- World Financial Group, Inc.Nov 2012 to now
- Creative Material HandlingFeb 2006 to now
- United State Air ForceMar 2020 to Jan 2023
- All About TrustApr 2019 to Jan 2023
- Debtmerica ReliefMar 2018 to Jun 2020
- Master NetworksSep 2016 to Jul 2018
- Walker Corp., LLCFeb 2012 to Dec 2016
- US Air Force CivilianApr 2007 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (UT).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 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
- 6628609
- Firm CRD
- 16164