Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wayne Walden is an investment advisor representative with Raymond James Financial Services Advisors, Inc. located in Lebanon, Tennessee. David Walden has been in the industry since August 2000 and is licensed to provide investment advice in 24 states. David Walden holds Series 7 and 63 licenses and the SIE. David Walden is also an officer at Wilson Bank & Trust, where he has been employed since April 2005.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TN
12/11/2018 - Present
Raymond James Financial Services Advisors, Inc. (LEBANON TN)
BC
Issued 10/2/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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