Lorena WaltonCRD Number: 1837906
Current Firm: Raymond James & Associates, Inc.
Lorena Walton (CRD# 1837906) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has 1 year of experience in the finance industry.
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|Raymond James & Associates, Inc.||St. Petersburg, FL||Apr 1988 - Current||29|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)