Donnia Walton
Donnia Walton is a registered investment advisor at Raymond James & Associates, INC., based in Nacogdoches, TX, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2610 N. University Drive, #101, Nacogdoches, TX, 75965
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Donnia co-owns 160 acres of timberland through Flatwood Properties LLC, dedicating minimal time to this venture. She is also a managing partner in WBF, LLC, which holds assets for her practice, The Monarch Group of Raymond James, spending a few hours per week on this.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Regions Investment Company, INC.Broker
State Registrations13 states
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