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Syd Walker, CFP®, AIF®, ChFC®, CLU®

Syd Walker, CFP®, AIF®, ChFC®, CLU®

Client Service Associate

Followers of Syd Walker, CFP®, AIF®, ChFC®, CLU®1000 followers
location of Syd Walker, CFP®, AIF®, ChFC®, CLU®Santa Barbara County, California, United States

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  • Timeline

  • About me

    Vice President/Investments - Stifel

  • Education

    • University of San Diego

      1992 - 1995
      MBA

    • Occidental College

      1986 - 1990
      Bachelor of Arts (B.A.) Political Science

  • Experience

    • Charles Schwab

      Oct 1997 - May 1998
      Client Service Associate

      I provided technical support and placed trades for clients.

    • Lincoln Financial Distributors

      Aug 1998 - Oct 2000
      Client Consultant

      I assisted participants in group sponsored retirement plans (401(k), 403(b), 457).

    • A.G. Edwards & Sons, Inc.

      Apr 2001 - Jan 2008
      Financial Consultant

    • Wells Fargo Advisors

      Jan 2008 - Jul 2009
      Financial Advisor - Vice President/Investments

    • Wedbush Morgan Securities

      Jul 2009 - May 2016
      Financial Advisor

    • Stifel Financial Corp.

      May 2016 - now
      Vice President/Investments - Stifel

  • Licenses & Certifications

    • Accredited Investment Fiduciary® (AIF®)

      Center for Fiduciary Studies
      Jan 2017

    • Chartered Life Underwriter® (CLU®)

      The American College of Financial Services
      Sept 2016

    • Chartered Financial Consultant® (ChFC®)

      The American College of Financial Services
      Mar 2012

    • CERTIFIED FINANCIAL PLANNER™ (CFP®)

      CFP® Board
      Sept 2011

  • Honors & Awards

    • Awarded to Syd Walker, CFP®, AIF®, ChFC®, CLU®
      Eagle Scout Boy Scouts of America