Eric Park Walker
Advisor at Rockefeller Financial LLC — Arlington, VA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
16 years
Location
Arlington, VA 22209
Rockefeller Financial LLC
Enterprise
Eric Walker is a CFP® with 16 years of industry experience. He is currently an advisor at Rockefeller Financial LLC, where he has worked since 2023, following an eight-year tenure at Janney Montgomery Scott. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of services including discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.
Based on Rockefeller Financial LLC
Based on Rockefeller Financial LLC
Flat fees charged for certain financial planning reports and analyses
$0+: up to 2% annually for Non-Discretionary Investment Advisory and Consulting Services $0+: up to 1.25% annually for Retirement Plan Services (asset-based fee) $0+: up to 0.60% annually for Rockefeller Personalized Portfolios program fee (based on average daily balance)
Commission or transaction-based compensation for brokerage services and distribution fees/placement fees for certain alternative investments
Hourly rates charged for financial planning services, if applicable
Minimum fee: No minimum fee for Non-Discretionary Investment Advisory and Consulting Services; $5,000 minimum annual fee for Retirement Plan Services Fee-only: Flat fees or hourly fees for Financial Planning Services, negotiable and vary based on scope
Arlington, VA
1812 N Moore St, Suite 1700
Arlington VA 22209
Advisors at this office
13
Virginia
16 years of industry experience
Rockefeller Financial LLC
2023 - Present • 3 years
Arlington, VA
Janney Montgomery Scott
2015 - 2023 • 8 years
Washington, DC
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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