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Advisors / South Carolina / Fort Mill
13yrs

Jaime Walker

Financial advisor at LPL Financial

Jaime Walker is a fiduciary financial advisor in Fort Mill, South Carolina, with 13 years in the industry. After four years at Vanguard Advisers, Jaime joined LPL Financial in 2024, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 568 advisors with offices in Fort Mill, and one of 549 fiduciaries.

Fort Mill, SC 29715Fiduciary advisor
Call the officeDirections

At a glance

Experience13 years (since 2014)
How that compares ?13 years in the industry
Office1055 LPL Way, Fort Mill, SC 29715
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state

Services through LPL Financial

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

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.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2024 – now
    LPL Financial LLCCurrent firm
  2. 2019 – 2024

Questions to ask Jaime

Tailored to Jaime’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Jaime

How do I contact Jaime?

Call LPL Financial at (704) 733-3300 and ask for Jaime Walker. Jaime works from the Fort Mill, SC office.

How long has Jaime been a financial advisor?

Jaime has been in the industry since 2014, about 13 years. 13 years in the industry.

What licenses does Jaime hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Jaime a fiduciary?

Jaime is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jaime paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jaime 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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