Ameriprise Financial Services
36yrs
Top advisor by experience in Marion
11yrs
Beth Walker has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Marion, Illinois. Beth has been with LPL Enterprise since 2024; before that, Beth spent eight years at Pruco Securities. LPL Enterprise offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 24 advisors with offices in Marion, and one of 24 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office411 1/2 North Court Street, Marion, IL 62959
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?2 states
Services through LPL Enterprise
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.
Career
- Nov 2024 – nowLPL Enterprise, LLCCurrent firm
- 2017 – 2024Pruco Securities, Llc.Previously
Questions to ask Beth
Tailored to Beth’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?
- 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 Beth
How do I contact Beth?
Call LPL Enterprise at 704-733-3300 and ask for Beth Walker. Beth works from the Marion, IL office.
How long has Beth been a financial advisor?
Beth has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Beth hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Beth a fiduciary?
Beth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Beth paid?
LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Beth 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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