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Richard Walker

25 Years of Experience
Victor, NY
Broker

Richard Walker is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Victor, NY, with 25 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

1600 Moseley Road Suite 200, Victor, NY, 14564

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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

Richard is the Officer/Treasurer and Director for Fairway Woods I condo association, spending a few hours per week on duties such as budget preparation and contract approval. He also owns Walker & Reynolds CPA's PC, dedicating a few hours per week to this business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2021 - Present · 4 yrs 10 mos
Raymond James Financial Services, INC.Broker
October 2000 - Present · 25 yrs 7 mos
State Registrations7 states
CACTFLGAMANJNY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.