Joel 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.
Joel Leonard Walker was a registered financial professional .
Joel is a previously registered financial professional and started their career in finance in 2023. Joel had worked at 1 firm .
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 4, 2023 - September 4, 2026
PALOMAR ADVISORS INC.
Primary Firm SEC Registration
PALOMAR ADVISORS INC.
CRD#: 285358 / SEC#: 801-136031
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
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Current Firm
PALOMAR ADVISORS INC.
CRD#: 285358 / SEC#: 801-136031
Contact information
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 101,258,620 |
Red Flags
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