Advisor Profile - Brett Walker Name: Brett Walker Firm: Commonwealth Financial Network Location: Salisbury, New Hampshire Title: Investment Advisor Individual IARD/CRD number: 3002306 Company SEC file/IARD number: 8032 Services Offered: Portfolio Management, Retirement Planning, Educational Planning, Insurance Mission Statement Brett Walker is a well-known expert in the matters affecting retirees and pre-retirees. He has taught classes on retirement planning and published hundreds of articles on the topics of retirement investing and planning, strategies for reducing the burden of taxes, social security, and corporate retirement plans. Mr. Walker assists retirees and pre-retirees to preserve their wealth, increase their income and avoid the most common financial mistakes. People who consult with Brett have found out how to lower their tax bills, increase their monthly income and better protect their financial future. As a registered representative of Commonwealth Financial Network, Brett Walker has access to a full range of investment products, services and strategies. Company's minimum portfolio size: $50K Company's minimum net worth: No minimum Types of investments handled: Stocks, Stock Mutual Funds, Bonds, Bond Mutual Funds, Real Estate, Alternative Investments, Annuities, International Investments Age: 41 Years of Experience: 9 Educational Background: BS, Business Administration (1992) Professional licenses and other qualifications: Series 7, Series 63, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 24 Number of years at current company: 8 Number of years at previous company: 12 Prefers to meet:   In Person Only Fluent in the following foreign languages: None listed Size of firm:  100 - 999 employees Is comfortable with the following client interactions: » Advisor makes decision without having to consult you » Advisor makes decision but checks with you first » You make decisions and guide the advisor   Securities offered through Commonwealth Financial Network, Member NASD/SIPC