PW
PW

Peter Walker

36 Years of Experience
Monroe, MI
Broker

Peter Walker is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Monroe, MI, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1090 North Monroe Street, Monroe, MI, 48162

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Peter owns Walker Evans LLC, a rental real estate business, since 2016 and spends minimal time on it. He is also the owner of Walker Financial Services Corp, a support company, since 1990, also dedicating minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2010 - Present · 15 yrs 8 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 4 mos
Previous Registrations
Robert Thomas Securities, INCBroker
February 1990 - January 1999 · 8 yrs 11 mos
First Affiliated Securities, INC.Broker
November 1989 - February 1990 · 3 mos
State Registrations30 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.