Advisor at Walker Asset Management, LLC
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Firm
Walker Asset Management, LLC
Location
Verona, MO
Credentials
Series 66
Industry experience
20 years
Molly Crider is a financial advisor at Walker Asset Management, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at Walker Asset Management since 2016, following a prior role at SignalPoint Asset Management LLC. Walker Asset Management provides investment advisory and financial planning services to individuals, families, and businesses, focusing on globally diversified portfolios using stocks, bonds, mutual funds, and ETFs. The firm manages assets on a discretionary basis and operates a wrap fee program tailored to client needs.
Account minimum: $1,000,000 Fee-only: Generally ranges from 0.50% to 1.50% depending on the level of complexity of the engagement; fees are negotiated in advance and charged in advance.
Verona, MO
Missouri
Walker Asset Management, LLC
2016 - Present (10 years)
SignalPoint Asset Management LLC
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Verona, MO
Walker Asset Management, LLC
Series 66
Mt Vernon, MO
Edward Jones
CFP®, Series 63
Aurora, MO
Edward Jones
Series 66
Mount Vernon, MO
LPL Financial
Series 66
Monett, MO
Edward Jones
Series 63, Series 65
Billings, MO
OSAIC
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