Walter Crossley
Walter Crossley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Merritt Island, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2395 North Courtenay Pkwy, Suite 201, Merritt Island, FL, 32953
Get directionsHistory
Regulatory History (5)
Customer Dispute
May 2022Criminal
November 2012Customer Dispute
November 2009Customer Dispute
March 2002Judgment / Lien
February 1995Other Business Activities
Walter is a board member for 321 Empowerment Inc., a youth organization, and a committee member for the Preeclampsia Foundation, dedicating minimal time to each. He is also the President of Crossley Shear Inc., taking about half of his time, and a VP of Crossley Shear Inc., dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Esi Financial Advisors
Equity Services, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Wma Securities, INC.Broker
State Registrations45 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.