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AS

Alisha M. Stocker

WALL CAPITAL GROUP
Phoenix, AZ 85027
Some features on this profile are disabled
CRD#: 7341264
AS

Professional summary

Alisha Michelle Stocker, who also goes by Alisha Michelle Wall-stocker, is a registered financial advisor currently at WALL CAPITAL GROUP, INC. located in Phoenix, Arizona.

Alisha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Alisha has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alisha Michelle Wall-Stocker

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 Alisha Michelle Stocker'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

December 3, 2021 - Present

WALL CAPITAL GROUP, INC.

Office #1: 2550 W. Union Hills Drive Suite 350, Phoenix, AZ 85027
RIA
CRD#: 105913
Phoenix, AZ

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".
WC
WALL CAPITAL GROUP, INC.
MONEY MATTERS FINANCIAL GROUP INC | WALL WEALTH ADVISORS | WALL CAPITAL GROUP, INC. | WALL & ASSOCIATES

CRD#: 105913 / SEC#: 801-41815

RIA
Registered Investment Advisory firm - (6/25/1992 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
Arizona
(12/3/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/23/2021
Uniform Investment Adviser Law Examination

Current Firm

WC
WALL CAPITAL GROUP, INC.
MONEY MATTERS FINANCIAL GROUP INC | WALL WEALTH ADVISORS | WALL CAPITAL GROUP, INC. | WALL & ASSOCIATES

CRD#: 105913 / SEC#: 801-41815

RIA
Registered Investment Advisory firm - (6/25/1992 Approved)
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Contact information

Main Address
2550 W. Union Hills Drive Suite 350, Phoenix, AZ 85027
Mailing Address
Phone number
(623) 242-6332
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (2 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WALL CAPITAL GROUP DISCLOSURE BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts1,212
AUM (Assets Under Management)$ 107,549,169

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

WALL CAPITAL GROUP, INC.

CRD#: 105913Phoenix, AZ 85027

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