Phillip B. Walker

APPROACH RETIREMENT ADVISORS

PENSACOLA, FL 32502

CRD#: 5798439

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Professional summary

Phillip Brittain Walker, CFP® is a registered financial advisor currently at APPROACH RETIREMENT ADVISORS, LLC located in Pensacola, Florida.

Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Phillip has worked at 3 firms and has passed the Series 65 exam.

Core Areas of Focus

Business Owners

Estate & Generational Planning Issues

High Net Worth Client Needs

Medical Professionals

Tax Planning

Question & Answer

What are your service offerings?

Investment Planning

Life Transitions

Estate Planning

Business Succession Planning

Comprehensive Financial Planni...

Retirement Planning

Tax Planning

What is your minimum asset requirement?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Brittain 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: 2011

Experience

Current

August 2, 2021 - Present

APPROACH RETIREMENT ADVISORS, LLC

Office #1: 3 W Garden Street Suite 612, Pensacola, FL 32502

RIA

CRD#: 166221

PENSACOLA, FL

Past

April 4, 2012 - August 13, 2021

WALKER WEALTH ADVISORS, LLC

RIA

CRD#: 159700

PENSACOLA, FL

Past

January 3, 2011 - July 5, 2012

BAYSIDE WEALTH MANAGEMENT

RIA

CRD#: 141627

PENSACOLA, FL

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".

APPROACH RETIREMENT ADVISORS, LLC

APPROACH RETIREMENT ADVISORS, LLC | MCCLAIN LOVEJOY FINANCIAL PLANNING, LLC | KAIROS PROPERTIES, LLC

CRD#: 166221 / SEC#: 801-121714

RIA

Registered Investment Advisory firm - (7/7/2021 Approved)

Alabama

Registered Investment Advisory firm - (7/8/2021 Terminated)

Georgia

Registered Investment Advisory firm - (7/8/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/8/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Alabama
(8/2/2021)

IAR

Florida
(8/6/2021)

IAR

Texas
(8/2/2021)

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

IAR

Series 65

Date: 11/1/2010

Uniform Investment Adviser Law Examination

Current Firm

APPROACH RETIREMENT ADVISORS, LLC

APPROACH RETIREMENT ADVISORS, LLC | MCCLAIN LOVEJOY FINANCIAL PLANNING, LLC | KAIROS PROPERTIES, LLC

CRD#: 166221 / SEC#: 801-121714

RIA

Registered Investment Advisory firm - (7/7/2021 Approved)

Alabama

Registered Investment Advisory firm - (7/8/2021 Terminated)

Georgia

Registered Investment Advisory firm - (7/8/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/8/2021 Terminated)

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Contact information

Main Address

3928 Cypress Drive Suite 150, Birmingham, AL 35243

Mailing Address

Phone number

(205) 588-8637

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (3/16/2026)

Regulatory assets under management

Total Number of Accounts	547
AUM (Assets Under Management)	$ 227,468,365

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.

Contact information

(xxx) xxx-xxxx

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Phillip B. Walker

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Brittain Walker's CRS (Customer Relationship Summary).

Certified licenses

Experience

APPROACH RETIREMENT ADVISORS, LLC

WALKER WEALTH ADVISORS, LLC

BAYSIDE WEALTH MANAGEMENT

Primary Firm SEC Registration

APPROACH RETIREMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/1/2010

Current Firm

APPROACH RETIREMENT ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

APPROACH RETIREMENT ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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