Merrill
47yrs
Top advisor by experience at Merrill
4yrs
David Walker has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Wilmington, Delaware. David joined LPL Financial in 2023, 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 447 advisors with offices in Wilmington, and one of 410 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office15 Middleton Dr., Wilmington, DE 19808
FirmLPL Financial
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.
Career
- 2023 – nowLPL Financial LLCCurrent firm
Contact David
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for David. 15 Middleton Dr.Wilmington, DE 19808Office · Get directions Facebook pageLPL Financial
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Questions to ask David
Tailored to David’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 David
How do I contact David?
Call LPL Financial at (704) 733-3300 and ask for David Walker. David works from the Wilmington, DE office.
How long has David been a financial advisor?
David has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David 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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