AW
CFP
AW
CFP

Andrew Walther

18 Years of Experience
Tampa, FL
Broker

Andrew Walther is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Tampa, FL, with 18 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
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Location

1646 W Snow Ave, Suite 4, Tampa, FL, 33606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew owns rental real estate property since December 2024, dedicating minimal time to it. This activity is investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2021 - Present · 4 yrs 7 mos
Raymond James & Associates, INC.
October 2021 - Present · 4 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Truist Advisory Services, INC.
February 2021 - October 2021 · 8 mos
Truist Investment Services, INC.Broker
February 2021 - October 2021 · 8 mos
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
September 2016 - January 2018 · 1 yr 4 mos
Bb&t Investment Services, INC.Broker
August 2016 - January 2018 · 1 yr 5 mos
Wells Fargo Advisors, LLCBroker
July 2007 - August 2016 · 9 yrs 1 mo
State Registrations12 states
ARCOFLIAMINCNJOHPATNTXVA
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.
Andrew Walther - Financial Advisor | TrueAdvisor