William WalkerCRD Number: 6116145
Current Firm: Raymond James & Associates, Inc.
William Walker (CRD# 6116145) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Palm Beach, FL and has over 5 years of experience in the finance industry.
Gwn Securities Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Prudential Financial Planning Services
|Raymond James||Palm Beach, FL||Jun 2019 - Current||2|
|Bank Of America, N.a.||Palm Beach, FL||Sep 2015 - Jun 2019||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Palm Beach, FL||Aug 2015 - Jun 2019||3|
|First Republic Securities Company, LLC||Century City, CA||Sep 2012 - Aug 2015||2|
|First Republic Bank||Century City, CA||Jul 2012 - Aug 2015||3|
|California Republic Bank||Beverly Hills, CA||Jun 2009 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2016|
Total Assets Under Management331,150MILLIONS
Total Number of Accounts869,177ACCOUNTS
Average Account Value$380,993
- 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)
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, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.