Walter Mego
Walter Mego is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Phoenix, AZ, with 15 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
13015 N Tatum Blvd, Phoenix, AZ, 85032
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Walter works as a financial advisor for Desert Financial Credit Union and Desert Financial Wealth Management since 2022. These roles take about 10-20% of Walter's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Bradley Wealth LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Vanguard Marketing CorporationBroker
Chase Investment Services CORP.Broker
State Registrations9 states
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.