Sarah Walter, financial advisor Bozeman MT
89 score

Sarah Walter

CRD Number: 6149195
Current Firm: Raymond James Financial Services Advisors, Inc.

Sarah Walter (CRD# 6149195) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bozeman, MT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Hlh Partners, LLP Bozeman, MT Nov 2014 - Current 2
Raymond James Financial Services Advisors Inc. Bozeman, MT Jan 2014 - Current 2
Raymond James Financial Services Bozeman, MT Sep 2013 - Current 3
Raymond James Financial Services Bozeman, MT Jan 2013 - Sep 2013 < 1
Agcareers.com Bozeman, MT Sep 2012 - May 2013 < 1
Montana State University Bozeman, MT Aug 2012 - Dec 2012 < 1
Gallatin Coffee Company Bozeman, MT Mar 2011 - Dec 2012 1
Geograin Bozeman, MT Jan 2012 - Aug 2012 < 1
Montana State University Bozeman, MT May 2012 - Jun 2012 < 1
Starbucks Lakewood, WA May 2010 - Feb 2011 < 1
Tacoma Community College Tacoma, WA Dec 2009 - Apr 2010 < 1
Abbertson Spanaway, WA Jan 2009 - Dec 2009 < 1
Unemployed Beaverton, OR Aug 2008 - Dec 2008 < 1
Albertsons Tigard, OR Jun 2006 - Aug 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Sarah J. Walter
Phone Number: 727-567-5877
Registered State(s):
  • MT
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
89
Clean Record
This advisor has a clean track record with regulators.

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