Walker Franks
Investment adviser representative at Cetera Investment Advisers LLC
15 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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
15 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Franks & Associates LLCSep 2023 to now
- Avanatax Advisory ServicesOct 2020 to Sep 2025
- Avantax Investment Services, Inc.Mar 2019 to Sep 2025
- Michael Drews CpaJan 2019 to Sep 2023
- U-rent IncSep 2018 to Dec 2018
- Marcus & Millichap Real Estate Investment ServicesOct 2017 to Sep 2018
- UnemployedJun 2017 to Jul 2017
- Brainstorm IncJan 2017 to Jun 2017
- Moon ApartmentsOct 2015 to May 2017
- Brigham Young UniversityAug 2011 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7052822
- Firm CRD
- 105644