Daniel F. Walker

PARCION PRIVATE WEALTH LLC

Bellevue, WA 98005

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CRD#: 4515434

Professional summary

Daniel Fox Walker, who also goes by Daniel Fox Walker, is a registered financial advisor currently at PARCION PRIVATE WEALTH LLC located in Bellevue, Washington.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Daniel has worked at 10 firms and has passed the Series 63, Series 66, Series 7TO, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Fox Walker

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) WILL WORK AS A REGISTERED ASSISTANT FOR RIA CAPITAL CONSULTING AND ASSET MANAGMENT LOCATED AT BRANCH LOCATION-10-12 HOURS PER WEEK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Fox Walker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 26, 2025 - Present

PARCION PRIVATE WEALTH LLC

Office #1: 11980 Ne 24th St Suite 210, Bellevue, WA 98005

RIA

CRD#: 305115

Bellevue, WA

Past

April 24, 2023 - January 9, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BELLEVUE, WA

Past

April 13, 2023 - January 9, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

BELLEVUE, WA

Past

January 4, 2023 - March 28, 2023

GENEOS WEALTH MANAGEMENT, INC.

CRD#: 120894

LINCOLN, NE

Past

January 3, 2023 - March 31, 2023

CAPITAL CONSULTING & ASSET MANAGEMENT

RIA

CRD#: 41438

LINCOLN, NE

Past

July 2, 2020 - January 4, 2021

SVB INVESTMENT SERVICES INC.

CRD#: 168116

Seattle, WA

Past

July 30, 2015 - January 4, 2021

SVB INVESTMENT SERVICES INC.

RIA

CRD#: 168116

Seattle, WA

Past

July 30, 2015 - December 31, 2017

SVB SECURITIES, A NON-BANK AFFILIATE OF SILICON VALLEY BANK

CRD#: 46902

SAN FRANCISCO, CA

Past

December 16, 2010 - July 27, 2015

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

PALO ALTO, CA

Past

November 29, 2010 - July 23, 2015

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

PALO ALTO, CA

Past

May 28, 2002 - May 18, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

IRVINE, CA

Past

April 25, 2002 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 25, 2002 - May 18, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

IRVINE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARCION PRIVATE WEALTH LLC

LABRADORS ADVISORS, LLC | PARCION PRIVATE WEALTH LLC

CRD#: 305115 / SEC#: 801-117477

RIA

Registered Investment Advisory firm - (10/11/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(2/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/12/2020

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/17/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/24/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/2/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/2/2023

General Securities Sales Supervisor - Options Module Examination

Current Firm

PARCION PRIVATE WEALTH LLC

LABRADORS ADVISORS, LLC | PARCION PRIVATE WEALTH LLC

CRD#: 305115 / SEC#: 801-117477

RIA

Registered Investment Advisory firm - (10/11/2019 Approved)

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Contact information

Main Address

11980 Ne 24th St Suite 210, Bellevue, WA 98005

Mailing Address

Phone number

(425) 278-9555

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARCION PRIVATE WEALTH ADV PART 2A 03.13.2025 (3/29/2025)

Regulatory assets under management

Total Number of Accounts	1,610
AUM (Assets Under Management)	$ 2,528,530,625

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Daniel F. Walker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Fox Walker's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

GENEOS WEALTH MANAGEMENT, INC.

CAPITAL CONSULTING & ASSET MANAGEMENT

SVB INVESTMENT SERVICES INC.

SVB INVESTMENT SERVICES INC.

SVB SECURITIES, A NON-BANK AFFILIATE OF SILICON VALLEY BANK

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

PARCION PRIVATE WEALTH LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/12/2020

Series 66

Date: 5/17/2002

Series 7TO

Date: 1/2/2023

SIE

Date: 12/31/2017

Series 7

Date: 4/24/2002

Series 10

Date: 1/2/2023

Series 9

Date: 1/2/2023

Current Firm

PARCION PRIVATE WEALTH LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARCION PRIVATE WEALTH LLC

TRUST BUT VERIFY

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