RW
RW

Randall Scott Walker

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
415 clients
Average Client Portfolio
$190K average
Assets Under Management
$78.7M

Fee Structure

Minimum Investment:$10K
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Location

Louisville, KY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Randall is an independent insurance agent selling annuities and life insurance. This activity takes about half of Randall's time.

Employment History
Current Registrations
American Capital Management, INC.
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Mercurio Wealth Management
April 2017 - May 2017 · 1 mo
State Registrations2 states
INKY
Advisor
Exams
No exam information available for this advisor.
Randall Scott Walker - Financial Advisor | TrueAdvisor