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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Preston Wall is a financial advisor registered with Raymond James Financial Services Advisors, Inc., a firm that provides financial planning, pension consulting, and educational seminars. John Preston Wall has been in the financial industry since December 14, 2009, and is licensed to provide investment advice in various states. Prior to joining Raymond James Financial Services Advisors, Inc., John Preston Wall was previously employed by MORGAN STANLEY SMITH BARNEY. John Preston Wall is also associated with Atlantic Union Bank and Middleburg Investment Services, LLC.
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
VA
09/30/2011 - Present
Raymond James Financial Services Advisors, Inc. (WILLIAMSBURG VA)
VA
12/11/2009 - 09/23/2011
MORGAN STANLEY SMITH BARNEY (WILLIAMSBURG VA)
BOTH
Issued 01/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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