Morgan Stanley
46yrs
Top advisor by experience in Long Beach
46yrs
Linda Ann Walker
Financial advisor at LPL Financial
At a glance
Experience46 years (since 1981)
How that compares ?Top 1% by experience in California
Office1 World Trade Center 8th Floor, Long Beach, CA 90831
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
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.
Designations
CFP®
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
- 1997 – nowLPL Financial LLCCurrent firm
- 1997 – nowLinda A. Walker, CFPCurrent
Questions to ask Linda
Tailored to Linda’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Linda
How do I contact Linda?
Call LPL Financial at 704-733-3300 and ask for Linda Ann Walker. Linda works from the Long Beach, CA office.
How long has Linda been a financial advisor?
Linda has been in the industry since 1981, about 46 years. Top 1% by experience in California.
What licenses does Linda hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Linda a fiduciary?
Linda is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Linda paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Linda 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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