Supreme Alliance
47yrs
Top advisor by experience in Charlotte
9yrs
John Walker is a financial advisor in Charlotte, North Carolina, with 9 years in the industry. John joined Vanguard Advisers in 2024, a firm offering financial planning, investment management, and private fund management. John holds the CFP® designation.
At a glance
Experience9 years (since 2017)
How that compares ?More experience than 50% of advisors at Vanguard Advisers
Office1030 Admiral Nelson Ct, Charlotte, NC 28262
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$416,078
Advisors at the firm2,445
States licensed ?1 state
Services through Vanguard Advisers
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowVanguard Advisers, Inc.Current firm
Contact John
(610) 669-1000Firm headquarters in Malvern, PA. Ask for John. 1030 Admiral Nelson CtCharlotte, NC 28262Office · Get directions Firm websiteinvestor.vanguard.com/advice
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Questions to ask John
Tailored to John’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 John
How do I contact John?
Call Vanguard Advisers at (610) 669-1000 and ask for John Walker. John works from the Charlotte, NC office.
How long has John been a financial advisor?
John has been in the industry since 2017, about 9 years. More experience than 50% of advisors at Vanguard Advisers.
What licenses does John hold?
Series 63. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is John paid?
Vanguard Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask John 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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