Glen Eagle Advisors
41yrs
Top advisor by experience in Langhorne
16yrs
William Walker
Financial advisor at United Capital Financial Advisors
Based in Langhorne, Pennsylvania, William Walker is a fiduciary financial advisor with 16 years of industry experience. William joined United Capital Financial Advisors in 2018, after a year at MML Investors Services and six years at MSI Financial Services. William’s designations include CFP® and ChFC.
One of 61 advisors with offices in Langhorne, and one of 55 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 51% of advisors nationwide
Office1707 Langhorne-Newtown Road Suite 1, Langhorne, PA 19047
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$829,769
Advisors at the firm166
States licensed ?1 state
Services through United Capital Financial Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowUnited Capital Financial AdvisorsCurrent firm
- Mar 2017 – Jun 2018MML Investors Services, LLCPreviously
- 2011 – 2017MSI Financial Services, Inc.Previously
Contact William
(972) 822-2055Firm headquarters in Irving, TX. Ask for William. 1707 Langhorne-Newtown Road Suite 1Langhorne, PA 19047Office · Get directions Facebook pageUnited Capital Financial Advisors
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Questions to ask William
Tailored to William’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 William
How do I contact William?
Call United Capital Financial Advisors at (972) 822-2055 and ask for William Walker. William works from the Langhorne, PA office.
How long has William been a financial advisor?
William has been in the industry since 2011, about 16 years. More experience than 51% of advisors nationwide.
What licenses does William hold?
Series 66. 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?
United Capital Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William 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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