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Mark Walker, CFP®

Walker & Associates, a financial advisory practice of Ameriprise Financial

7401 Carmel Executive Park
Ste 300
Charlotte, NC 28226
Phone: (704) 540-9996
Fax: (704) 540-0168

Toll-free: 866.910.PLAN

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Cross-border Planning
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Corporate Finance
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.