Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
22yrs
Katrina Walker is a fiduciary financial advisor in Columbus, Ohio, with 22 years in the industry. Katrina joined UBS Financial Services in 2007, after two years at Keybanc Capital Markets and less than a year at A. G. Edwards & Sons. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 70% of advisors in Columbus
Office5007 Horizons Drive, Columbus, OH 43220
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational 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
- 2007 – nowUBS Financial Services Inc.Current firm
- Aug 2005 – Feb 2007Keybanc Capital Markets Inc.Previously
- Jul 2005 – Aug 2005A. G. Edwards & Sons, Inc.Previously
Contact Katrina
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Katrina. 5007 Horizons DriveColumbus, OH 43220Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Katrina
Tailored to Katrina’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 Katrina
How do I contact Katrina?
Call UBS Financial Services at (201) 352-3000 and ask for Katrina Walker. Katrina works from the Columbus, OH office.
How long has Katrina been a financial advisor?
Katrina has been in the industry since 2004, about 22 years. More experience than 70% of advisors in Columbus.
What licenses does Katrina hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Katrina a fiduciary?
Katrina is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Katrina paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Katrina 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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