Peter WalkerCRD Number: 2008794
Current Firm: Raymond James Financial Services Advisors, Inc.
Peter Walker (CRD# 2008794) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Monroe, MI and has over 28 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Raymond James Financial Services Advisors, Inc.
|Raymond James Financial Services Advisors, Inc.||Monroe, MI||Sep 2010 - Current||7|
|Raymond James Financial Services, Inc.||Monroe, MI||Jan 1999 - Current||19|
|Walker Financial Services Corp||Monroe, MI||Feb 1990 - Current||27|
|Walker & Evans LLC||Monroe, MI||Nov 2007 - Jan 2016||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1989|
|S65||NASAA Investment Advisors Law Examination||Mar 1996|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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