KW
KW

Kirsty Walker

29 Years of Experience
Orlando, FL
Broker

Kirsty Walker is a registered investment advisor at Raymond James & Associates, INC., based in Orlando, FL, with 29 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

301 East Pine Street, Suite 1100, Orlando, FL, 32801

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kirsty owns a vacation property garage rental since 2021. This investment-related activity requires minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2017 - Present · 9 yrs 4 mos
Raymond James & Associates, INC.
May 2017 - Present · 9 yrs 4 mos
Raymond James & Associates, INC.Broker
May 2017 - Present · 9 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2006 - May 2017 · 10 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2006 - May 2017 · 10 yrs 11 mos
Morgan Stanley
December 1996 - July 2006 · 9 yrs 7 mos
Morgan Stanley Dw INC.Broker
December 1996 - July 2006 · 9 yrs 7 mos
State Registrations8 states
CAFLGALANCSCVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Kirsty Walker - Financial Advisor | TrueAdvisor