Raymond James Financial Services Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Joseph Walters is a certified financial planner whose office is in Sacramento, California. Currently a registered investment advisor with Raymond James Financial Services Advisors, Inc, Walters has 11 years of practice in the financial advisory industry. Walters maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Walters can operate in California and Texas. Throughout their career, Walters has worked at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Wells Fargo Advisors, LLC, Raymond James Financial Services Advisors Inc and Wells Fargo Clearing Services, LLC. Raymond James Financial Services Advisors, Inc is headquartered in Sacramento, California, and has 2,040 additional brick-and-mortar locations in the nation. In aggregate, Raymond James Financial Services Advisors, Inc manages $81 billion in assets dispersed across 280,698 client accounts and employs more than 5,600 people. The firm's total assets under management places it among the biggest financial advisory firms in the country. The firm manages 151,196 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Raymond James Financial Services Advisors, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Raymond James Financial Services Advisors, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joseph Walters Work History
Joseph has 11 years of experience.
Raymond James Financial Services Advisors Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
Joseph Walters has no disclosures.
Please visit their SEC profile for more details.