Mark  Walker,  CFP<sup>&reg;</sup> - Financial Advisor

Mark Walker, CFP®

Private Wealth Advisor

Walker & Associates, a private wealth advisory practice of Ameriprise Financial

7401 Carmel Executive Park, Ste 300
Charlotte, NC 28226
FINANCIAL ADVISOR'S WEBSITE
866.910.PLAN
(704) 540-9996

General

Mark Walker is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Walker & Associates, a private wealth advisory practice of Ameriprise Financial in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: NC
  • Health/disability insurance: NC
  • Fixed annuities: NC
  • Variable annuities: NC

Broker-Dealer Affiliation

Ameriprise Financial Services, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Cross-border Planning, Asset Allocation, Career Change, Estate Planning, Investment Management, Corporate Finance, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Women's Finances

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