UBS Financial Services
46yrs
Top advisor by experience in Rochester
32yrs
Based in Rochester, New York, Sheldon Walker is a fiduciary financial advisor with 32 years of industry experience. Sheldon has been with LPL Financial since 2021. Sheldon holds the ChFC designation.
One of 988 advisors with offices in Rochester, and one of 828 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 13% by experience nationwide
Office2480 Ridgeway Avenue, Rochester, NY 14626
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowLPL Financial LLCCurrent firm
Contact Sheldon
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Sheldon. 2480 Ridgeway AvenueRochester, NY 14626Office · Get directions Facebook pageLPL Financial
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Questions to ask Sheldon
Tailored to Sheldon’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?
- What does a financial plan with you include, and how often is it updated?
- 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 Sheldon
How do I contact Sheldon?
Call LPL Financial at (704) 733-3300 and ask for Sheldon Walker. Sheldon works from the Rochester, NY office.
How long has Sheldon been a financial advisor?
Sheldon has been in the industry since 1994, about 32 years. Top 13% by experience nationwide.
What licenses does Sheldon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Sheldon a fiduciary?
Sheldon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sheldon paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Sheldon 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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