Walter Bohannon
Walter Bohannon is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orlando, FL, with 20 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
3801 Avalon Park East Blvd, Suite 350B, Orlando, FL, 32828
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Walter is a Certified Divorce Financial Analyst at Foundations Financial Partners and a branch manager/financial advisor for Foundations Financial Partners LLC, taking about half of his time. He also acts as Power of Attorney for a sibling's account and provides divorce consulting through Orlando Divorce Planning.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations24 states
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