Nicholas Walker, Cfp® Email & Phone Number
@vanguard.com
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Who is Nicholas Walker, Cfp®? Overview
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Nicholas Walker, Cfp® is listed as Senior Advisor, Wealth Management at NFP, a with 2449 employees, based in Huntersville, North Carolina, United States. AeroLeads shows a work email signal at vanguard.com and a matched LinkedIn profile for Nicholas Walker, Cfp®.
Nicholas Walker, Cfp® previously worked as High-Net-Worth Financial Advisor at Vanguard and Financial Advisor at Vanguard. Nicholas Walker, Cfp® holds Bachelor Of Arts (B.A.), Economics from University Of North Carolina At Chapel Hill.
Email format at NFP
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AeroLeads found 2 current-domain work email signals for Nicholas Walker, Cfp®. Compare company email patterns before reaching out.
About Nicholas Walker, Cfp®
My name is Nick Walker and I graduated from the UNC Chapel Hill with a B.A. in Economics. I am a Certified Financial Planner. I am a Senior Advisor for NFP’s Atlantic Wealth Management team.Registered Branch Address: 1901 Roxborough Road | Suite 300 | Charlotte, NC 28211Registered Phone Number: 704-672-5156Registered Email: nick.walker@nfp.com Company website: https://www.nfp.com/Insurance services provided through NFP Corporate Services (SE), Inc., a subsidiary of NFP Corp (NFP). Doing business in California as CBA of North Carolina Insurance Agency (License#OK26588). Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through NFP Retirement, Inc., an SEC registered investment adviser. Kestra IS and Kestra AS are not affiliated with TMG or NFP. www.kestrafinancial.com/disclosuresThis site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.
Listed skills include Economics, Leadership, Microsoft Excel, Project Management, and 9 others.
Nicholas Walker, Cfp®'s current company
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Nicholas Walker, Cfp® work experience
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High-Net-Worth Financial Advisor
Financial Advisor
Select Services Investment Professional
Client Relationship Associate
U.S. Investment Services
•Completed project work and ad hoc requests for the benefit of the USIS-Financial Advisor teams. This included developing and documenting established processes, creating reports, assisting with the application of the new CRM system, enhanced advisor profiling through data acquisition and inventory management.•Worked with a small group to create a presentation providing insight gained on the asset management industry and suggestions to the USIS-Financial Advisor teams on how to increase productivity and success. This presentation was given in front of members of USIS-Financial Advisor Management.
Sales Management
• Developed a financial wholesaler efficiency study that enabled sales management to make sales territory change recommendations for 2014 fiscal year.• Worked with other employees in home office to gather data pertaining to the Director’s of Business Development that were being evaluated. • Study was evaluated by sales management and used along with other input to reallocate resources and create a more efficient territory schema.
Colleagues at NFP
Other employees you can reach at nfp.com. View company contacts for 2449 employees →
Denise Myers
Colleague at NfpGreater Cleveland, United States
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Georgi Geo
Colleague at NfpEkalaka, Montana, United States
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Lindsey Storm
Colleague at NfpKingsland, Georgia, United States
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PR
Pamela Ragan
Colleague at NfpLeander, Texas, United States
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DK
Danny Kuehn
Colleague at NfpNew York City Metropolitan Area, United States
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RF
Richard Fellows
Colleague at NfpHarvard, Massachusetts, United States
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Lesly Perez
Colleague at NfpOrlando, Florida, United States
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VK
Vipul Kumar
Colleague at NfpSan Francisco, California, United States
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JD
Jane Dudley, Cisr, Ains
Colleague at NfpMonroe, Utah, United States
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NB
Nadia Bara
Colleague at NfpBrunswick, Ohio, United States
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Nicholas Walker, Cfp® education
Frequently asked questions about Nicholas Walker, Cfp®
Quick answers generated from the profile data available on this page.
What company does Nicholas Walker, Cfp® work for?
Nicholas Walker, Cfp® works for NFP.
What is Nicholas Walker, Cfp®'s role at NFP?
Nicholas Walker, Cfp® is listed as Senior Advisor, Wealth Management at NFP.
What is Nicholas Walker, Cfp®'s email address?
AeroLeads has found 2 work email signals at @vanguard.com for Nicholas Walker, Cfp® at NFP.
Where is Nicholas Walker, Cfp® based?
Nicholas Walker, Cfp® is based in Huntersville, North Carolina, United States while working with NFP.
What companies has Nicholas Walker, Cfp® worked for?
Nicholas Walker, Cfp® has worked for Nfp, Vanguard, T. Rowe Price, and Principal Financial Group.
Who are Nicholas Walker, Cfp®'s colleagues at NFP?
Nicholas Walker, Cfp®'s colleagues at NFP include Denise Myers, Georgi Geo, Lindsey Storm, Pamela Ragan, and Danny Kuehn.
How can I contact Nicholas Walker, Cfp®?
You can use AeroLeads to view verified contact signals for Nicholas Walker, Cfp® at NFP, including work email, phone, and LinkedIn data when available.
What schools did Nicholas Walker, Cfp® attend?
Nicholas Walker, Cfp® holds Bachelor Of Arts (B.A.), Economics from University Of North Carolina At Chapel Hill.
What skills is Nicholas Walker, Cfp® known for?
Nicholas Walker, Cfp® is listed with skills including Economics, Leadership, Microsoft Excel, Project Management, Mathematics, Tutoring, Eagle Scout, and Financial Planning.
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