Unclaimed
Mitchell Lynn Walker is a financial advisor with Raymond James Financial Services Advisors, Inc. Walker has been in the financial services industry since December 1992. Mitchell is registered with the state of Missouri and Texas. Walker is also a registered representative of Raymond James Financial Services, Inc. The firm’s main office is in Saint Petersburg, Florida. Walker's current position at Raymond James Financial Services Advisors, Inc. is Associate/Employee. Mitchell is also affiliated with Affinity Wealth Partners. Affinity Wealth Partners is an affiliate of Raymond James Financial Services Advisors, Inc. Walker specializes in retirement planning, college savings, estate planning, and insurance.
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
MO
07/16/2020 - Present
Raymond James Financial Services Advisors, Inc. (Springfield MO)
MO
01/01/2008 - 07/17/2020
WELLS FARGO CLEARING SERVICES, LLC (SPRINGFIELD MO)
MO
04/05/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BRANSON MO)
TX
12/11/1992 - 05/11/1993
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 11/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mitchell Walker is the right advisor for you? Invested Better is here to help.