Morgan Stanley
47yrs
Top advisor by experience in Peoria
16yrs
William Robert Walker
Financial advisor at Concorde Asset Management
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 57% of advisors in Arizona
OfficePeoria, AZ
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
States licensed ?1 state
Services through Concorde Asset Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2023 – nowConcorde Asset Management, LLCCurrent firm
- 2012 – 2022Transamerica Financial Advisors, LLCPreviously
- Apr 2011 – Jan 2012Investment Advisors International, Inc.Previously
Questions to ask William
Tailored to William’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About William
How do I contact William?
Call Concorde Asset Management at 248-824-6710 and ask for William Robert Walker. William works from the Peoria, AZ office.
How long has William been a financial advisor?
William has been in the industry since 2010, about 16 years. More experience than 57% of advisors in Arizona.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Concorde Asset Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask William for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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