Walter Zelop
Walter Zelop is a registered investment advisor at Raymond James & Associates, INC., based in Bellville, TX, with 37 years of industry experience. Walter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
Bellville, TX
Get directionsHistory
Regulatory History (4)
Customer Dispute
February 2012Customer Dispute
February 2009Customer Dispute
May 2008Customer Dispute
October 2001Other Business Activities
Walter is an officer (Secretary) and board member for the Ft. Bend County Municipal Utility District #188, a water district, since 2005. He spends minimal time reviewing the municipality's ongoing operations.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Lehman Brothers INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Shearson Lehman Hutton INC.Broker
State Registrations18 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.
Exams
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