Joan Walker
Joan Walker is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sebring, FL, with 19 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
917 Mall Ring Road, Suite 102, Sebring, FL, 33870
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joan is an owner and RJ affiliate of Sweetwater Wealth Management, LLC since 2021. This takes about half of her time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations4 states
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