Walter Ellis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dothan, AL, with 1 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

306 Regency Court, Dothan, AL, 36305

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Walter is a partner in Danmarx Holdings LLC, a passive real estate holding company, and spends minimal time on bookkeeping. He is also a partner in Danmarx LLC d/b/a Turf and Timber, dedicating a few hours per week to bookkeeping and accounting oversight.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2024 - Present · 1 yr 11 mos
Raymond James Financial Services, INC.Broker
May 2024 - Present · 2 yrs
State Registrations3 states
ALFLGA
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.
Walter Ellis - Financial Advisor | TrueAdvisor