Peter C. Walker
Professional summary
Peter Crawford Walker is a registered financial advisor currently at MONEY MANAGER REVIEW/WORLD CAPITAL MANAGEMENT located in Sebastopol, California and WORLD CAPITAL MANAGEMENT located in Sebastopol, California.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Peter has worked at 12 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 24 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter Crawford Walker's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 16, 2018 - Present
MONEY MANAGER REVIEW/WORLD CAPITAL MANAGEMENT
January 22, 2025 - Present
WORLD CAPITAL MANAGEMENT
Office #1: 12620 Dupont Rd., Sebastopol, CA 95472January 6, 2012 - January 20, 2012
SYSTEM RESEARCH, LLC
March 29, 2006 - November 30, 2006
MONEY MANAGER REVIEW/WORLD CAPITAL MANAGEMENT
August 23, 2005 - November 1, 2006
ETF ASSET MANAGEMENT, LLC
January 19, 2004 - January 26, 2006
WHITEHALL-PARKER SECURITIES, INC.
November 8, 2001 - January 28, 2002
WJB CAPITAL GROUP, INC.
December 20, 1999 - December 31, 1999
FIRST MONTAUK SECURITIES CORP.
June 1, 1994 - December 31, 1997
FIRST MONTAUK SECURITIES CORP.
November 28, 1989 - May 27, 1994
YAEGER SECURITIES, INC.
October 5, 1988 - December 16, 1989
SMITH-THOMAS INVESTMENT SERVICES, INC.
September 13, 1984 - May 12, 1986
RUSSELL SECURITIES CORPORATION
February 18, 1982 - March 8, 1983
DREXEL BURNHAM LAMBERT INCORPORATED
September 15, 1981 - December 21, 1981
SECURITIES WEST, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/16/2018)
Exams
Current Firm
MONEY MANAGER REVIEW/WORLD CAPITAL MANAGEMENT
CRD#: 133817 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 500,000 |
Red Flags
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