Weston Walker has been an investment adviser representative at Elevate Financial Planning and Wealth Management since May 2025, and is not listed among the firm’s executive officers or direct owners.
Elevate Financial Planning and Wealth Management LLC is a St. Petersburg, FL firm with $107M under management, 457 clients and 36 advisers across 2 offices, as of its June 2026 filing.
- – present · 1 yearChattanooga, TN · Adviser representative · Firm CRD 329079
Investment adviser representative registrations
Weston Walker is registered as an investment adviser representative in 3 states. The first approvals date from May 2025; the most recent is Alabama, in January 2026.
- AlabamaSince 26 January 2026
- FloridaSince 5 May 2025
- TennesseeSince 21 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 April 2025 |
| SIE | Securities Industry Essentials Examination | 4 February 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Weston Turner Walker
- CRD
- 7926706
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Office
- 7405 Shallowford Road, Suite 380B, Chattanooga, TN 37421
- Registration
- Investment adviser registration
- In the industry since
- May 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Weston Walker work?
Weston Walker is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Weston Walker a financial advisor?
Yes. Weston Walker has a current investment-adviser registration in Alabama, Florida and Tennessee, through Elevate Financial Planning and Wealth Management since May 2025.
How many years of experience does Weston Walker have?
Weston Walker has 1 year in the financial industry, since May 2025, across 1 adviser firm.
What exams has Weston Walker passed?
Weston Walker has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in February 2025.
Where is Weston Walker based?
Weston Walker’s registered office is in Chattanooga, TN.
Is Weston Walker registered with FINRA?
No. Weston Walker has no current broker registration.
How can I verify Weston Walker’s record?
Search CRD 7926706 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Weston Walker’s full registration record.
