Phillip Walker has been Member / Chief Compliance Officer of Approach Retirement Advisors since August 2021, is a control person of the firm and directly owns between 50% and 75% of it.
Approach Retirement Advisors, LLC is a Birmingham, AL firm with $227M under management, 144 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Phil Walker created the planning and investment management firm Approach Retirement together with Eric McClain. After working several years as an accountant and almost a decade as an attorney, he moved in 2009 into retirement planning. He operated as a solo advisor for almost 10 years before partnering with McClain.
Phillip Walker’s longest registration was 9 years at Walker Wealth Advisors, LLC (2012–2021). Before joining Approach Retirement Advisors in 2021, Phillip Walker was registered through Walker Wealth Advisors, LLC and Bayside Wealth Management.
- – present · 5 yearsPensacola, FL · Adviser representative · Firm CRD 166221
- Walker Wealth Advisors, LLC– · 9 yearsPensacola, FL · Adviser representative · Firm CRD 159700
- Bayside Wealth Management– · 1 yearPensacola, FL · Adviser representative · Firm CRD 141627
Professional designations
Listed by Approach Retirement Advisors
- CFP®
Investment adviser representative registrations
Phillip Walker is registered as an investment adviser representative in 3 states. Each was approved in August 2021.
- AlabamaSince 2 August 2021
- FloridaSince 6 August 2021
- TexasSince 2 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 November 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Phillip Brittain Walker
- CRD
- 5798439
- Firm
- Approach Retirement Advisors · CRD 166221
- Role
- Member / Chief Compliance Officer
- Office
- 3 W Garden Street, Suite 612, Pensacola, FL 32502
- Registration
- Investment adviser registration
- In the industry since
- January 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- approachretirement.com
Where does Phillip Walker work?
Phillip Walker has been Member / Chief Compliance Officer of Approach Retirement Advisors, LLC since August 2021, and is a control person of the firm.
Is Phillip Walker a financial advisor?
Yes. Phillip Walker has a current investment-adviser registration in Alabama, Florida and Texas, through Approach Retirement Advisors since August 2021.
How many years of experience does Phillip Walker have?
Phillip Walker has 15 years in the financial industry, since January 2011, across 3 adviser firms.
What exams has Phillip Walker passed?
Phillip Walker passed the Series 65 in November 2010.
Where did Phillip Walker work before Approach Retirement Advisors?
Before Approach Retirement Advisors, Phillip Walker was registered through Bayside Wealth Management, January 2011 to July 2012.
Where is Phillip Walker based?
Phillip Walker’s registered office is in Pensacola, FL.
Is Phillip Walker registered with FINRA?
No. Phillip Walker has no current broker registration.
Is Phillip Walker a CFP?
Approach Retirement Advisors lists Phillip Walker with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Phillip Walker’s record?
Search CRD 5798439 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Phillip Walker’s full registration record.
