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Walker Reed

Wealth Advisor at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Westpark Capital, L.P.</span>
Intro Book
Seasoned financial professional with extensive experience in the financial services industry.
  • Claim this Profile
Location
Newport Beach, California, United Sta...
Languages
  • English Native or bilingual proficiency
Skills
  • Financial Advisor
  • Real Estate Broker
  • Insurance Broker
  • Private Equity
  • Investment Broker
  • Show all
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Bio

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Walker Reed is a seasoned financial professional with extensive experience in the financial services industry. He has worked as a Wealth Advisor, Investment Advisor, Real Estate Broker, and Insurance Broker, holding various licenses including Series 7-65, CA RE Broker, and CA Insurance Broker. Walker has worked for several prominent companies, including Westpark Capital, L.P., Laguna Financial Network, and Morgan Stanley, A.G. Edwards, Grant Bettingen, and Marcus & Millichap.

Credentials

  • Series 7- 65, CA RE Broker, CA Insurance Broker
    FINRA, CA Dept of RE & Insurance

Experience

  • Westpark Capital, L.P.
    • 1600 Dove Street #250 Newport Beach, CA. 92660
    • Wealth Advisor
      • Jan 2018 - Present
      • 1600 Dove Street #250 Newport Beach, CA. 92660

      Stocks, bonds, insurance, exchange traded funds, mutual funds.

  • Laguna Financial Network
    • 355 3rd Street Laguna Beach, CA
    • Wealth Advisor - Security Specialist
      • Jan 2016 - Present
      • 355 3rd Street Laguna Beach, CA

      Wealth Manager, Real Estate Broker, Stock Broker, Insurance & Security

  • Woodbury Financial Services, Morgan Stanley, A....
    • Laguna Beach
    • Investment Advisor, Real Estate Broker, Insurance Broker
      • Jan 1994 - Jan 2015
      • Laguna Beach

      I opened offices for Edward Jones and Morgan Stanley in Laguna Beach and had a great association with AG Edwards before purchase by Wachovia.

  • Grant Bettingen
    • 4100 Newport Place #630
    • Financial Advisor
      • Feb 2004 - Feb 2009
      • 4100 Newport Place #630

      Boutique Broker/Dealer in Newport Beach. High earnings years.

  • Morgan Stanley
    • Laguna Beach, CA
    • Financial Advisor
      • Jan 2000 - Jan 2004
      • Laguna Beach, CA

      First broker. Opened the Morgan Stanley Office in Laguna Beach, CA.

  • A.G. Edwards & Sons, Inc.
    • Laguna Beach, CA
    • Investment Advisor
      • Feb 1997 - Aug 2000
      • Laguna Beach, CA

      Financial Advisor

  • Charter Commercial Brokerage
    • Tenant Representation
      • 1983 - 1988

      Market research, building profiles, tenant outreach, space search, lease negotiating, and closing. Pioneered tenant representation in office leasing for Marcus & Millichap and helped start Charter Commercial Brokerage.

    • Founding Agent
      • 1983 - 1987

      Basic field market research, edited client contract boiler plate, developed the first clients (tenants) for Charter. This began the "Tenant Representation Industry".

  • Network Development Corporatiion
    • Greater Denver Area
    • President
      • Sep 1975 - Aug 1983
      • Greater Denver Area

      Spin off from federal economic development program: (CEDA) Colorado Economic Development Association. Worked in the start up of various small businesses, some of which became quite large: BSI, Inc. Ed Lucero sat on the Fed Board.

Education

  • 1965 - 1970
    San Diego State University-California State University
  • 1961 - 1965
    Laguna Beach High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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