Shala L. Walker

LINSCOMB WEALTH

Houston, TX 77027

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CRD#: 5678236

Professional summary

Shala L Walker, CFP®, who also goes by Shala L Walker, Shala Ladon Walker, Shala Walker, is a registered financial advisor currently at LINSCOMB WEALTH, INC. located in Houston, Texas.

Shala is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Shala has worked at 12 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shala L Walker | Shala Ladon Walker | Shala 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shala L 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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

April 17, 2026 - Present

LINSCOMB WEALTH, INC.

Office #1: 1333 West Loop South Suite 1500, Houston, TX 77027

RIA

CRD#: 106779

Houston, TX

Past

August 6, 2024 - February 13, 2026

VALMARK SECURITIES, INC.

CRD#: 31243

Houston, TX

Past

April 20, 2023 - February 6, 2024

FORESIDE FINANCIAL SERVICES, LLC

CRD#: 148477

PORTLAND, ME

Past

February 9, 2023 - January 31, 2024

MAR VISTA INVESTMENT PARTNERS, LLC

RIA

CRD#: 144906

Houston, TX

Past

July 7, 2022 - January 3, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Houston, TX

Past

March 5, 2021 - January 18, 2023

STAVIS & COHEN PRIVATE WEALTH, LLC

RIA

CRD#: 312366

HOUSTON, TX

Past

March 31, 2020 - March 15, 2021

SCF PRIVATE WEALTH HOLDINGS, LLC

RIA

CRD#: 151299

HOUSTON, TX

Past

February 14, 2020 - July 8, 2022

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

HOUSTON, TX

Past

February 11, 2020 - July 8, 2022

FSC SECURITIES CORPORATION

CRD#: 7461

HOUSTON, TX

Past

July 23, 2018 - November 5, 2019

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Houston, TX

Past

March 26, 2013 - September 2, 2016

MORGAN STANLEY

RIA

CRD#: 149777

HOUSTON, TX

Past

March 26, 2013 - September 2, 2016

MORGAN STANLEY

CRD#: 149777

HOUSTON, TX

Past

February 7, 2012 - March 11, 2013

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

HOUSTON, TX

Past

October 22, 2010 - March 8, 2013

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

HOUSTON, TX

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".

LINSCOMB WEALTH, INC.

ATLANTA WEALTH & PENSION TEAM | LINSCOMB WEALTH, INC. | LINSCOMB & WILLIAMS INC | LINSCOMB & WILLIAMS

CRD#: 106779 / SEC#: 801-48855

RIA

Registered Investment Advisory firm - (5/2/1995 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

Texas
(4/17/2026)

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: 8/17/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/6/2012

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/11/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/2/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/21/2010

General Securities Representative Examination

Current Firm

LINSCOMB WEALTH, INC.

ATLANTA WEALTH & PENSION TEAM | LINSCOMB WEALTH, INC. | LINSCOMB & WILLIAMS INC | LINSCOMB & WILLIAMS

CRD#: 106779 / SEC#: 801-48855

RIA

Registered Investment Advisory firm - (5/2/1995 Approved)

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Contact information

Main Address

1333 West Loop South Suite 1500, Houston, TX 77027

Mailing Address

Phone number

(713) 840-1000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LINSCOMB WEALTH FORM ADV PART 2A BROCHURE ANNUAL AMENDMENT (3/24/2025)

Regulatory assets under management

Total Number of Accounts	4,814
AUM (Assets Under Management)	$ 4,566,838,983

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
11/20/2024	Cover Page	Report
01/24/2024	Cover Page	Report

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

Shala L. Walker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shala L Walker's CRS (Customer Relationship Summary).

Certified licenses

Experience

LINSCOMB WEALTH, INC.

VALMARK SECURITIES, INC.

FORESIDE FINANCIAL SERVICES, LLC

MAR VISTA INVESTMENT PARTNERS, LLC

PURSHE KAPLAN STERLING INVESTMENTS

STAVIS & COHEN PRIVATE WEALTH, LLC

SCF PRIVATE WEALTH HOLDINGS, LLC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

MERCER GLOBAL ADVISORS INC.

MORGAN STANLEY

MORGAN STANLEY

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

LINSCOMB WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/17/2023

Series 65

Date: 2/6/2012

Series 7TO

Date: 2/11/2020

SIE

Date: 9/2/2016

Series 7

Date: 10/21/2010

Current Firm

LINSCOMB WEALTH, INC.

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LINSCOMB WEALTH, INC.

TRUST BUT VERIFY

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