WA
Walker L. Abney
TILIA FIDUCIARY PARTNERS
Wilmington, NC 28401
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CRD#: 5248339
WA
Professional summary
Walker Lee Abney, CFP® is a registered financial advisor currently at TILIA FIDUCIARY PARTNERS, INC. located in Wilmington, North Carolina.
Walker is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Walker has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.) Inlet Partners, LLC., Member/Manager, Real estate holding company, 7304 Cotesworth Dr. Wilmington NC 28405, Not investment related, Started 04/2021, 0 hours devoted during securites trading hours, Passive real estate. 2.) Inlet Partners Holdings, Inc., Co-owner and Corporate Treasurer, Not investment related, 1007 N. 4th Street Wilmington NC 28401, Wine and beer sales for on premise and take away, 0 hours devoted during securities trading hours, 10 hours/month during nights and weekends. Started 04/2021 3.) Tilia Holdings, LLC., Member/Owner, Real estate holding company, 32 North Front Street, Wilmington NC 28401, Not investment related, Started 01/01//2013, <1 hour/month devoted during securities trading hours, Passive real estate.
CRS (Client Relationship Summary) - RIA
Click below to view Walker Lee Abney's 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®
CFP®
Start date: 2009
Experience
Current
June 1, 2011 - Present
TILIA FIDUCIARY PARTNERS, INC.
Office #1: 32 N. Front Street, Wilmington, NC 28401RIA
CRD#: 157852
Wilmington, NC
Past
January 26, 2007 - June 2, 2011
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
WILMINGTON, NC
Past
December 8, 2006 - June 2, 2011
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
WILMINGTON, NC
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".
TF
TILIA FIDUCIARY PARTNERS, INC.
TILIA FIDUCIARY PARTNERS, INC.
CRD#: 157852 / SEC#: 801-120194
RIA
Registered Investment Advisory firm - (1/19/2021 Approved)North Carolina
Registered Investment Advisory firm - (2/1/2021 Terminated)South Carolina
Registered Investment Advisory firm - (1/25/2021 Terminated)Washington
Registered Investment Advisory firm - (2/25/2021 Terminated)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
North Carolina(6/1/2011)
IAR
Texas(8/30/2024)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
TF
TILIA FIDUCIARY PARTNERS, INC.
TILIA FIDUCIARY PARTNERS, INC.
CRD#: 157852 / SEC#: 801-120194
RIA
Registered Investment Advisory firm - (1/19/2021 Approved)North Carolina
Registered Investment Advisory firm - (2/1/2021 Terminated)South Carolina
Registered Investment Advisory firm - (1/25/2021 Terminated)Washington
Registered Investment Advisory firm - (2/25/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
32 N. Front Street, Wilmington, NC 28401
Mailing Address
Phone number
(910) 679-4093
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 934 |
| AUM (Assets Under Management) | $ 413,933,696 |
Red Flags
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Company Information
TILIA FIDUCIARY PARTNERS, INC.
CRD#: 157852Wilmington, NC 28401TRUST BUT VERIFY
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