Walter Edler is a registered investment advisor at Raymond James & Associates, INC., based in Mobile, AL, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
21 West 1-65 Service Road North, Mobile, AL, 36608
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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As of February 2021, Walter is the trustee for the Frost Land Trust, overseeing the trust's activities. This requires minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Amundi Asset Management US, INC.
Amundi Pioneer Institutional Asset Management, INC.
Amundi Distributor US, INC.Broker
Directed Services LLC
Ing Funds Distributor, INC.Broker
Directed Services LLCBroker
Evergreen Investment Services, INC.Broker
Lieber & CompanyBroker
Fidelity Investments Institutional Services Company, INC.Broker
Monarch Securities, INC.Broker
Monarch Financial Services, INC.Broker
Adair, Brakovich INC.Broker
Sunamerica Capital Services, INC.Broker
Equitec Securities CompanyBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.