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An Ameriprise Private Wealth Advisory Practice

 
 
Mark Walker Ameriprise Financial Advisor

Mark Walker

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner

 

 
 

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WALKER AND ASSOCIATES

A private wealth advisory practice of Ameriprise Financial Services, Inc.


Office Location

7401 Carmel Executive Park Dr
Ste 300
Charlotte, NC 28226-4219
Map Phone: (704) 540-9996 Fax: (704) 540-0168

Hours: Monday9 a.m. - 5 p.m.
Tuesday9 a.m. - 5 p.m.
Wednesday9 a.m. - 5 p.m.
Thursday9 a.m. - 5 p.m.
Friday9 a.m. - 4 p.m.

Please call ahead to make an appointment. Hours may vary.

It's always tax season

Taxpayers often miss opportunities to make tax-smart moves. Decisions made now about charitable gifts, education accounts and retirement plans can benefit you later. Contact me about finding strategies to help you manage your taxes.

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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    License Information

    I am licensed and registered to conduct business in NC.
    Based on licenses and registrations I hold, I may also conduct business in MI, VA, FL, WV, NY, AR, SC, IL, TN, VI, NJ, CT, MA, WI, MN, GA, PA, OH.
    • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
    • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
    • Ameriprise Financial cannot guarantee future financial results.
    • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.