Walter CoffmanCRD Number: 1245869
Current Firm: Raymond James & Associates, Inc.
Walter Coffman (CRD# 1245869) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Valparaiso, IN and has over 33 years of experience in the finance industry.
Oneamerica Securities, Inc.
Ausdal Financial Partners, Inc.
J.p. Morgan Securities LLC
|Raymond James & Associates||Valparaiso, IN||Nov 2006 - Current||10|
|A. G. Edwards & Sons, Inc.||Chesterton, IN||Jan 1984 - Nov 2006||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1984|
|S66||NASAA Uniform Combined State Law Examination||Jul 2005|
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)
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