Walter Mowry
Walter Mowry is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Williamsburg, VA, with 28 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
411 Scotland Street, Williamsburg, VA, 23185
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Walter owns multiple single-family rental properties through Clay Properties/Holdings LLC since 2009, and manages/owns a commercial office building through Lawson House LLC since 2012, dedicating a few hours per week to each. Walter is also a part owner of Legacy Financial Group, a support company, dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations27 states
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