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Marc Walker personal email
My clients are busy people. I help them maintain their focus so they can pursue the financial goals that are most important to them and their families, both now and in the future.As an Advisor with Longview Wealth Advisors, I believe success should be measured not just by your financial well-being, but by the confidence you feel about your future. My mission is to help you pursue your financial goals through a personal relationship based on individualized, knowledgeable advice. This approach is designed to help you pursue your goals and give you greater confidence in your financial future.Securities and Investment Advisory Services offered through LPL Financial, a Broker/Dealer, Member FINRA/ SIPC and a Federally Registered Investment Advisor. For hyperlinks to FINRA and SIPC, please refer to "See Contact Info" section above.Insurance products are offered through insurance companies/agencies with which LPL Financial has sales arrangements.This site is published for residents of the United States only. Advisors of Longview Wealth Advisors and LPL Financial. may only transact business in states where they are registered. Therefore, a response to a request for information may be delayed.LPL Financial and its affiliates are not affiliated with and do not endorse any third party organization/company listed on this website, nor does LPL Financial have any direct or indirect responsibility with respect to any products and services provided by unaffiliated organizations/companies.
Longview Wealth Advisors
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Lpl Financial AdvisorLongview Wealth Advisors Aug 2021 - PresentSt Petersburg, Florida, United StatesAs an Advisor with Longview Wealth Advisors, I help my clients make good decisions about their financial future. I understand they are busy with work, family and many other things that take up their time. Through the financial planning process, we help our clients get organized and focused on making progress towards their goals.
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Financial AdvisorWaddell & Reed Nov 2011 - Jul 2021Tampa/St. Petersburg, Florida Area, United StatesAs an advisor with Waddell & Reed, I know that everyone's financial picture is different, and that priorities change depending on their time horizon, how they accumulated their wealth, and their long- and short-term goals. I help each of my clients develop a strategy tailored to their unique needs and goals. My mission is to deliver financial solutions through a tailored approach and a genuine interest in my clients' evolving needs. We want to help our clients achieve more confidence.
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Institutional Equity Sales Trader/Corporate & Executive ServicesRaymond James & Associates Jun 2000 - Mar 2011Tampa/St. Petersburg, Florida Area, United StatesAccount manager for Institutional clients in Texas, New York, and Georgia, providing trading services, including block trading, and research updates from the firm's analysts. In addition, assisted Corporate clients with share repurchase programs, At-the-Market offerings, and Rule 144 stock sales.
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Equity Sales TraderFirst Union Securities Sep 1996 - May 2000Richmond, Virginia Area, United StatesResponsible for accounts in New York, Chicago and Boston. Helped grow trading business from underdeveloped accounts. Managed both day-to-day and long-term strategic objectives for multiple institutional clients, including communicating research, discussing market news and trends, and examining stock performance. -
Institutional Sales TraderSterne, Agee & Leach Dec 1994 - Aug 1996AtlantaDeveloped and enhanced institutional trading relationships throughout the United States in assisting with the start-up of a new institutional research, trading, and market-making effort.Prior to Sterne, Agee, Institutional Sales Trader covering accounts in the Southeast with Jefferies & Company (Atlanta).
Marc Walker Education Details
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Michigan State UniversityCommunications
Frequently Asked Questions about Marc Walker
What company does Marc Walker work for?
Marc Walker works for Longview Wealth Advisors
What is Marc Walker's role at the current company?
Marc Walker's current role is Partner with Longview Wealth Advisors.
What is Marc Walker's email address?
Marc Walker's email address is mw****@****ell.com
What schools did Marc Walker attend?
Marc Walker attended Michigan State University.
What are some of Marc Walker's interests?
Marc Walker has interest in Golf, Ice Hockey, Motorsports.
Not the Marc Walker you were looking for?
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Marc Walker
Greater Tampa Bay Area4accusoft.com, gerdau.com, tampabay.rr.com, gerdau.com9 +172769XXXXX
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3cortek.com, theventuragroup.com, goarmy.com
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1swissport.com
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Marc Walker
Chief Investment Officer - Helping Companies Build Strong Leadership Teams And Keep Them.Atlanta, Ga2lebllc.com, legacyadvisorypartners.com1 +177031XXXXX
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