Osaic Wealth
44yrs
Top advisor by experience in Katy
43yrs
Based in Katy, Texas, Mark Walker is a fiduciary financial advisor with 43 years of industry experience. Mark joined Primerica Advisors in 2024, a firm offering investment management. The firm is paid through a percentage of assets.
One of 224 advisors with offices in Katy, and one of 208 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience in Katy
Office24044 Cinco Village Center Blvd Suite 100-A, Katy, TX 77494
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowPFS Investments Inc.Current firm
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Primerica Advisors at (833) 786-0550 and ask for Mark Walker. Mark works from the Katy, TX office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1983, about 43 years. Top 1% by experience in Katy.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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