Ronald Walli
Ronald Walli is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grand Blanc, MI, with 10 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
8285 South Saginaw Street, Suite 9, Grand Blanc, MI, 48439
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
Ronald is an independent contractor and owner of multiple businesses, including Ron Walli Investments, LLC, The Weed Lady, and The Weed Lady Investment Company, LLC. He spends minimal time on bookkeeping duties for these ventures.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations8 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.