Mark WaltersCRD 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 6 years of experience in the finance industry.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Raymond James And Associates||Columbus, OH||May 2013 - Current||4|
|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|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- 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