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Shala L Walker

Shala L. Walker

Some features on this profile are disabled
CRD#: 5678236
Shala L Walker

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Shala L Walker, CFP®, who also goes by Shala L Walker, Shala Ladon Walker, Shala Walker, was a registered financial professional .

Shala is a previously registered financial professional and started their career in finance in 2010. Shala had worked at 11 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

August 6, 2024 - February 13, 2026

VALMARK SECURITIES, INC.

BD
CRD#: 31243
Houston, TX
Past

April 20, 2023 - February 6, 2024

FORESIDE FINANCIAL SERVICES, LLC

BD
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

BD
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

BD
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

BD
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

BD
CRD#: 7784
HOUSTON, TX

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
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
RR
Series 7TO
Date: 2/11/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/2/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/21/2010
General Securities Representative Examination

Current Firm

VS
VALMARK SECURITIES, INC.
VALMARK SECURITIES, INC.

CRD#: 31243 / SEC#: , 8-45463

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
130 Springside Drive Suite 300, Akron, OH 44333-2431
Mailing Address
130 Springside Drive Suite 300, Akron, OH 44333-2431
Phone number
(800) 765-5201
Established
Ohio since 12/08/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
VALMARK INVESTMENTS, LLCSHAREHOLDER
CALLAHAN, CALEB JONATHANEVP, CHIEF OPERATING OFFICER5011454
KOZENKO, ELIZABETH ERINFINOP6218110
RYBKA, LAWRENCE JOSEPHPRESIDENT, CEO1661511
WILBURN, DOUGLAS FREDERICKCHIEF COMPLIANCE OFFICER/GENERAL COUNSEL1407686

Disclosures

Regulatory Event4

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.

Company Information

VALMARK SECURITIES, INC.

CRD#: 31243

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