DW
DW

Danielle Walls

4 Years of Experience
Lakewood Ranch, FL
Broker

Danielle Walls is a registered investment advisor at Raymond James & Associates, INC., based in Lakewood Ranch, FL, with 4 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

8120 Lakewood Main Street, Suite 201, Lakewood Ranch, FL, 34202

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
February 2025 - Present · 1 yr 3 mos
Raymond James & Associates, INC.
January 2025 - Present · 1 yr 4 mos
Raymond James & Associates, INC.Broker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Morgan Stanley
January 2022 - January 2025 · 3 yrs
Morgan StanleyBroker
December 2021 - January 2025 · 3 yrs 1 mo
State Registrations42 states
ALAZCACOCTDCDEFLGAIAILINKSKYMAMDMEMIMNMSMTNCNENHNJNVNYOHOKORPARISCSDTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.