Mark Walters, financial advisor Upper Arlington OH
93 score

Mark Walters

CRD Number: 5896207
Current Firm: Raymond James & Associates, Inc.

Mark Walters (CRD# 5896207) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Upper Arlington, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James And Associates Columbus, OH May 2013 - Current 3
Bank Of America Na Zanesville, OH Jun 2011 - Apr 2013 1
Merrill Lynch Zanesville, OH Feb 2011 - Apr 2013 2
Sysco Cincinnati Cincinnati, OH Jan 2010 - Feb 2011 1
Unemployed Newark, OH Jan 2009 - Jan 2010 1
Mid-ohio Development Sales, OH Jan 2001 - Nov 2009 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for Mark A. Walters
Phone Number: 727-567-1000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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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