Our Wealth Management Advisors
Nick Walker , CFP®
Senior Advisor, Wealth Management
Nick has been in the financial services business since 2014 and holds a blemish-free FINRA broker record. Nick works with individuals and families on their complete and comprehensive financial planning. Nick works as a fiduciary as part of NFP’s Southeast Wealth Team, providing comprehensive goals-based financial planning. He works to help clients with all aspects of their financial lives. Nick holds a CERTIFIED FINANCIAL PLANNER™ board designation as well as a bachelor’s degree in Economics. Nick also currently holds his Series 7 General Securities License, Series 63 Uniform Securities Agent State Law License, and Life and Health Insurance License. Nick is licensed in numerous states throughout the country.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures