Robert Walker has been an investment adviser representative at Cypress Capital since December 2017, and is not listed among the firm’s executive officers or direct owners.
Cypress Capital, LLC is a Franklin, TN firm with $426M under management, 663 clients and 7 advisers across 2 offices, as of its March 2026 filing.
Robert Walker’s longest registration is the current one, 8 years at Cypress Capital since 2017. Before joining Cypress Capital in 2017, Robert Walker was registered through Trustcore Financial Services, Inc. and Avondale Partners, LLC.
- Cypress Capital, LLCCurrent– present · 8 yearsFranklin, TN · Adviser representative · Firm CRD 171266
- Trustcore Financial Services, Inc.– · 7 yearsBrentwood, TN · Adviser representative · Firm CRD 106522
- Avondale Partners, LLC– · 1 yearNashville, TN · Adviser representative · Firm CRD 46838
- Suntrust Investment Services, Inc.– · 4 yearsNashville, TN · Adviser representative · Firm CRD 17499
Investment adviser representative registrations
Robert Walker is registered as an investment adviser representative in Tennessee, since December 2017.
- TennesseeSince 14 December 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 24 May 2004 |
| Series 7 | General Securities Representative Examination | 29 October 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Owen Walker
- CRD
- 4714842
- Firm
- Cypress Capital · CRD 171266
- Office
- 436 MAIN STREET, SUITE 205, Franklin, TN 37064
- Registration
- Investment adviser registration
- In the industry since
- December 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Walker work?
Robert Walker is an investment adviser representative registered through Cypress Capital, LLC since December 2017, and is not listed among the firm’s executive officers or direct owners.
Is Robert Walker a financial advisor?
Yes. Robert Walker has a current investment-adviser registration in Tennessee, through Cypress Capital since December 2017.
How many years of experience does Robert Walker have?
Robert Walker has 22 years in the financial industry, since December 2003, across 4 adviser firms.
What exams has Robert Walker passed?
Robert Walker has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2003. FINRA credited Robert Walker with the SIE, which began in October 2018.
Where did Robert Walker work before Cypress Capital?
Before Cypress Capital, Robert Walker was registered through Trustcore Financial Services, Inc., July 2010 to November 2017; Avondale Partners, LLC, June 2009 to June 2010; Suntrust Investment Services, Inc., July 2004 to June 2009.
Where is Robert Walker based?
Robert Walker’s registered office is in Franklin, TN.
Is Robert Walker registered with FINRA?
No. Robert Walker has no current broker registration.
How can I verify Robert Walker’s record?
Search CRD 4714842 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Walker’s full registration record.