Monroe Capital Partners
37yrs
Top 7% by experience nationwide
11yrs
Robert Walker is a fiduciary financial advisor in Irvington, Virginia, with 11 years in the industry. Robert joined Centaurus Financial in 2020, after a year at Osaic Institutions and less than a year at Summit Financial Group. Centaurus Financial offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
OfficeIrvington, VA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$213,989
Advisors at the firm429
States licensed ?1 state
Services through Centaurus Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsMarket timingEducational seminars and workshops
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
- 2020 – nowCentaurus Financial, Inc.Current firm
- May 2019 – Feb 2020Osaic Institutions, Inc.Previously
- Feb 2019 – May 2019Summit Financial Group Inc.Previously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Centaurus Financial at 714-456-1790 and ask for Robert Walker. Robert works from the Irvington, VA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2015, about 11 years. 11 years in the industry.
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?
Centaurus Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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.