John Wall (CRD# 5381868) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Williamsburg, VA and has over 14 years of experience in the finance industry.
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2605269
Davenport & Company LLC
CRD# 2396863
Pathway Financial Planning, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atlantic Union Bank | Williamsburg, VA | May 2019 - Current | 4 |
| Tlantic Union Bank | Williamsburg, VA | May 2019 - Current | 4 |
| Middleburg Investment Services, Llc/dba Middleburg Financial | Williamsburg, VA | Aug 2017 - Current | 6 |
| Atlantic Union Financial Consultants, Llc/aub Wealth Mgmt | Williamsburg, VA | Aug 2017 - Current | 6 |
| Raymond James Financial Services,inc | Williamsburg, VA | Sep 2011 - Current | 12 |
| Raymond James Financial Services Advisors Inc. | Williamsburg, VA | Sep 2011 - Current | 12 |
| Union Investment Services | Williamsburg, VA | Sep 2011 - Current | 12 |
| Union Bank And Trust | Williamsburg, VA | Sep 2015 - May 2019 | 3 |
| Union Bank And Trust-trust Revenue Share | Williamsburg, VA | Jun 2014 - Aug 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2010 |
- VA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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
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