Robert W. Baird & Co.
42yrs
Top advisor by experience in Mount Vernon
32yrs
Robert Walker is a fiduciary financial advisor in Mount Vernon, Washington, with 32 years in the industry. Robert joined Primerica Advisors in 2014, a firm offering investment management. Primerica Advisors reports being paid through a percentage of assets.
One of 41 advisors with offices in Mount Vernon, and one of 40 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 12% by experience in Washington
Office2210 Riverside Dr Suite 220-A, Mount Vernon, WA 98273
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
- 2014 – nowPFS Investments Inc.Current firm
Contact Robert
(833) 786-0550Firm headquarters in Duluth, GA. Ask for Robert. 2210 Riverside Dr Suite 220-AMount Vernon, WA 98273Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Robert
Tailored to Robert’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 Robert
How do I contact Robert?
Call Primerica Advisors at (833) 786-0550 and ask for Robert Walker. Robert works from the Mount Vernon, WA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1994, about 32 years. Top 12% by experience in Washington.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Robert 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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