Andrew Walker Email and Phone Number
Specialties: Private Wealth Management and Alternative Investments for Accredited Investors."Our mission is to enable our clients to become the best possible stewards of what God has entrusted to them."Equity Concepts is an independent financial services firm that specializes in managing the complex financial and risk management needs of families, trusts and endowments.- Portfolio Management- Risk Management- Alternative Investing We believe that wealth management is more than just picking investments and retirement planning. Our firm helps clients strategically integrate and coordinate all parts of their financial lives from risk management and financial planning, to asset management, tax planning and estate planning. This comprehensive approach is designed to ensure that each of these distinct and important areas of the financial spectrum has been evaluated and managed together to give the client a greater sense of control. It is the active and ongoing supervision of this process that will ultimately facilitate true financial success. Our investment approach is diversified beyond traditional stock and bond investing. The strategic use of non-correlated and alternative investment classes is a key component in today's portfolio and risk management process. Our expertise in these areas give our clients access to the most advanced and effective investment solutions available.Please note: Due to industry regulations, I cannot accept endorsements or recommendations.Advice for Contacting Andrew Walker Please contact me via email at Andrew@equity-concepts.com or via phone at 804-285-4463
Equity Concepts Llc
View- Website:
- equity-concepts.com
- Employees:
- 32
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Managing Director Of Investment StrategyEquity Concepts Llc Nov 2022 - Present -
Managing Director And Chief Investment OfficerEquity Concepts Llc Jan 2015 - Nov 2022Richmond, Virginia Area -
Director Of Investment SolutionsEquity Concepts Llc Oct 2006 - Jan 2015Responsible for shaping the overall investment philosophy of Equity Concepts and researching and vetting specific investment solutions for our clients.• Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Eqity Concepts LLC (or Seltzer Financial Strategies) and Cambridge are not affiliated.• Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.• Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer's comments may not be representative of any other person's experience and is no guarantee of future performance or success. -
Relationship ManagerEquity Concepts Llc Aug 2004 - Sep 2006New business development and customer service.
Andrew Walker Education Details
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International Business
Frequently Asked Questions about Andrew Walker
What company does Andrew Walker work for?
Andrew Walker works for Equity Concepts Llc
What is Andrew Walker's role at the current company?
Andrew Walker's current role is Managing Director of Investment Strategy.
What schools did Andrew Walker attend?
Andrew Walker attended Liberty University.
Who are Andrew Walker's colleagues?
Andrew Walker's colleagues are Canon Hickman, Cfp®, Dale Wright, Anya Campbell, Haider Sharifi, Cfp®, Alex Thompson, Shannon Carter, Cfp®, Michael J. Thaler.
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