AW
AW
Angela Walton
25 Years of Experience
Jackson, MI
3 DisclosuresBroker
Angela Walton is a registered investment advisor at Raymond James & Associates, INC., based in Jackson, MI, 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 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
Loading...
Location
272 W. Cortland Ave., Jackson, MI, 49201
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2011Denied
Employment Separation After Allegations
October 2010Customer Dispute
October 2008Denied
Other Business Activities
Angela is the owner/proprietor of Life 2 Love Coaching, offering personal and relationship coaching services since 2019. She dedicates minimal time to this business.
Employment History
Current Registrations
Raymond James & Associates, INC.
October 2010 - Present · 15 yrs 7 mos
Raymond James & Associates, INC.
October 2010 - Present · 15 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2010 - Present · 15 yrs 7 mos
Previous Registrations
Edward Jones
June 2010 - November 2010 · 5 mos
Edward JonesBroker
February 2001 - November 2010 · 9 yrs 9 mos
State Registrations25 states
ALAZCACOFLGAIAIDILINKYMDMIMNMONCNENVOHORPASCTXVAWA
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.