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John William Walker II

Advisor at LPL Financial — Deland, FL

Updated today

Credentials

Series 63, Series 65, Series 66

Experience

34 years

Location

Deland, FL

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,430 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

John Walker II is a financial advisor with LPL Financial and holds Series 63, 65, and 66 licenses. He has 33 years of industry experience, including prior roles at Waddell & Reed and various insurance carriers. He is also involved with Proverbs 10:5 and serves in roles connected to Henry Baptist Church and the Peach State Quartet. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Deland, FL

Deland FL

Advisors at this office

1

Most active in

Florida · Georgia · Texas

Work history

34 years of industry experience

LPL Financial, LLC

2021 - Present • 5 years

Stockbridge, GA

Indigo Financial

2019 - Present • 7 years

Roswell, GA

Proverbs 10:5

2015 - Present • 11 years

McDonough, GA

Peach State Quartet

2009 - Present • 17 years

McDonough, GA

Henry Baptist Church

2005 - Present • 21 years

McDonough, GA

Various Insurance Carriers For W&R Insurance Agneicies

1997 - 2021 • 24 years

McDonough, GA

Waddell & Reed, Inc.

1997 - 2021 • 24 years

Stockbridge, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jon Michael C

Series 65

DeLand, FL

Hanson Financial Group

Jon Michael Carrick is a financial advisor at Hanson Financial Group with two years of industry experience. He holds a Series 65 designation and has worked at Hanson Financial Group since 2023. Carrick also has a long-term academic role at Stetson University, where he has been employed since 2011. Outside of advising, he serves as Director of Alta Peaks, Inc., an investment holding company that was previously active in selling market research reports. Hanson Financial Group primarily serves pooled investment vehicles and institutional or business clients through discretionary investment supervisory and portfolio management services. The firm employs a tactical allocation approach across various asset classes and does not use a percentage-of-assets fee model.

Active portfolio management Options & derivatives strategies Real estate investing University Employee
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Judy K

Series 63, Series 66

Deland, FL

Kehoe Investment Services, Inc

Judy Kehoe is the sole advisor at Kehoe Investment Services, Inc, an independent firm based in Deland, FL. She holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 19 years with her current firm, which she founded in 2007. Kehoe Investment Services provides financial planning and discretionary investment management to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm employs an evidence-based, disciplined asset allocation strategy focused on low-cost passive funds, broad diversification, systematic rebalancing, and a long-term tilt toward value, small-cap, and higher-profitability growth stocks.

General retirement planning Wealth management Passive / index investing Real estate investing
user avatar

Giovanni F

Series 66

Deland, FL

Fernandez Wealth Management

Giovanni Fernandez is a financial advisor at Fernandez Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has worked at Kovack Advisors, Inc. and Stetson University, where he currently serves as an associate professor of finance, executive director of graduate programs, and interim associate dean. Fernandez Wealth Management provides investment advisory services to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm offers portfolio management, pension consulting, and financial planning, employing a combination of fundamental analysis, modern portfolio theory, and quantitative and technical methods to tailor investment strategies aligned with clients’ risk tolerances.

Annuities
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Maurice L

Series 63, Series 66

Orange City, FL

Eagle's Crest Advisors, LLC

Maurice Linton is a financial advisor with Eagle's Crest Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. from 1997 to 2026. Eagle’s Crest Advisors provides personalized wealth management, investment advisory, and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm develops client-specific investment strategies using fundamental analysis and a range of investment vehicles, managing portfolios primarily on a discretionary basis.

General estate planning guidance Wealth management Founder/Business Owner
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Keira E

Series 66

Deland, FL

Fleishel Financial Associates, Inc.

Keira Espada is a financial advisor with Fleishel Financial Associates, Inc. She holds a Series 66 designation and has seven years of industry experience. Her prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. Fleishel Financial Associates provides comprehensive financial planning and consulting for a variety of clients, including retirement plan participants, trusts, and charitable organizations. The firm focuses on producing written financial plans and coordinating with other professional advisers, delivering advice through retainers, hourly consulting, and negotiated engagements rather than discretionary portfolio management.

General retirement planning Cash flow / budgeting Charitable giving & philanthropy
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Ellen L

Series 66

Deland, FL

Fleishel Financial Associates, Inc.

Ellen Ludewig is a financial advisor at Fleishel Financial Associates, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial Services and First United Methodist Church. Fleishel Financial Associates provides personalized financial planning and consulting services for a variety of clients, including retirement plan participants, trusts, estates, and business entities. The firm emphasizes asset allocation and manager selection through fundamental and technical analysis, operating with a planning and consulting focus without directly managing client assets.

General retirement planning Cash flow / budgeting Charitable giving & philanthropy
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