John Wall, financial advisor Ashland VA
93 score

John Wall

CRD Number: 5381868
Current Firm: Raymond James Financial Services Advisors, Inc.

John Wall (CRD# 5381868) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ashland, VA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Union Bank And Trust Williamsburg, VA Sep 2015 - Current 1
Union Bank And Trust-trust Revenue Share Williamsburg, VA Jun 2014 - Current 2
Raymond James Financial Services,inc Williamsburg, VA Sep 2011 - Current 5
Raymond James Financial Services Advisors Inc. Williamsburg, VA Sep 2011 - Current 5
Union Investment Services Williamsburg, VA Sep 2011 - Current 5
Morgan Stanley Smith Barney Newport News, VA Oct 2009 - Sep 2011 1
M. Price Hampton, VA Aug 2009 - Oct 2009 < 1
American Funds Ditributors Norfolk, VA Jul 2007 - Jul 2009 2
American Funds Service Company Norfolk, VA Jul 2006 - Jul 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2010
Contact Info for John P. Wall
Phone Number: 727-567-5877
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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