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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Cornerstone Wealth

location

Tampa, FL

experience

40 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Wallace Edward Sutton has been in the financial services industry since 1984. Wallace Edward Sutton is currently registered with Cornerstone Wealth. Wallace Edward Sutton is also a Registered Investment Advisor in the state of Florida. Previously, Wallace Edward Sutton was associated with Purshe Kaplan Sterling Investments, Securities Service Network, LLC, FSC Securities Corporation, The First Tampa Securities Group, Inc., Interstate Securities Corporation, CIBC Wood Gundy Securities Corp., and The Stuart-James Company, Inc. Wallace Edward Sutton has a wide range of experience in the financial services industry and has been involved in various financial activities, including real estate investments, owning and operating a few different businesses, and volunteering as a guest speaker at Florida State University.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
MANAGEMENT OF VARIABLE ANNUITY SUB-ACCOUNTS, CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS
Unclaimed

Wells Fargo Clearing Services, LLC

location

TARPON SPRINGS, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Walter Bragdon Smith is a financial advisor at Wells Fargo Clearing Services, LLC. Walter has been in the financial services industry since April 24, 2017. Walter is registered with FINRA and holds Series 66, Series 7, and SIE licenses. Walter is also registered with the state of Minnesota as a registered investment advisor. Walter has a background in broadcasting and voiceover work and uses these skills to create engaging and informative content. Walter has a wide range of experience in the financial services industry, including working with individuals, businesses, and institutional clients. Walter is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed
location

BRADENTON, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Walter Stern is a financial advisor with Edward Jones, a firm with over 20,000 financial advisors across the country. Walter has been in the industry for over 10 years and has a variety of licenses and certifications including a Series 7, Series 66, and SIE. Walter provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Walter is registered to provide services in 22 states and holds a FINRA license. Walter's office is located in Bradenton, Florida.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James & Associates, Inc.

location

BOCA RATON, FL

experience

35 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Walter Eubon Jones is a financial advisor registered with Raymond James & Associates, Inc., based in BOCA RATON, FL. Walter has been in the financial services industry since June 1990. Walter is a registered Investment Advisor Representative in Florida. Walter has held previous positions with several firms including Raymond James Financial Services, Inc., Princor Financial Services Corporation, Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, G. A. Repple & Company, Life Securities Corporation, J. W. Gant & Associates, Inc., and Michelin and Company, Inc. Walter holds the Series 7, Series 63, and Series 65 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Mill Creek Capital Advisors, LLC | CFP ® (Certifications)

location

NAPLES, FL

0 Disclosures

ADVISOR BIO

Walter Corlett Harris is an Investment Advisor Representative associated with Mill Creek Capital Advisors, LLC. Walter has been in the industry since July 2007 and holds a Series 65 license. Walter is registered with the state of Florida and Ohio. Walter is a Certified Financial Planner and specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Ameriprise Financial Services, LLC

location

Fort Myers, FL

0 Disclosures

ADVISOR BIO

Walter Kenneth McDonald is a financial professional with over 20 years of experience in the financial services industry. Walter is a registered representative and investment advisor representative. Currently Walter is affiliated with Ameriprise Financial Services, LLC where Walter has been employed since 2012. Before joining Ameriprise, Walter was a registered representative with Princor Financial Services Corporation. Walter has a variety of licenses, including Series 6, Series 7 and Series 63 licenses. Walter is committed to providing clients with personalized financial advice to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

JACKSONVILLE, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Walter Chown is a financial advisor with over 24 years of experience in the financial services industry. Walter is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, Series 7 and Series 63 licenses. Walter is currently registered with LPL Financial LLC and previously held positions at AVANTAX INVESTMENT SERVICES, INC., 1ST GLOBAL CAPITAL CORP. and SUNTRUST SECURITIES, INC. Walter is also registered as an Investment Advisor Representative in Florida and Texas. Walter offers a variety of services, including financial planning, portfolio management, and consulting. Walter provides investment advisory services to individuals, high-net-worth individuals, corporations, retirement plans and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

PORT ST. JOE, FL

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Walter Woodrick has been in the financial services industry since September 1998. Walter is a Registered Representative of LPL Financial LLC and is a Certified Financial Planner. Walter has over 25 years of experience in the financial services industry, working with clients in Florida, Tennessee, Mississippi, Texas and other states. Walter offers a range of financial services, including financial planning, investment management, and retirement planning. Walter has worked at several firms throughout his career, including Raymond James & Associates, Inc., Citigroup Global Markets Inc., A. G. Edwards & Sons, Inc. and First Union Brokerage Services, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FORT LAUDERDALE, FL

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Walter Edward Lytle has been in the financial industry since 1982. Walter is a Registered Representative and Investment Adviser Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Walter has over 40 years of experience in the industry, specializing in providing financial advice to individuals, businesses, and institutions. Walter is registered in 38 states and has held licenses with several firms throughout his career.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

LPL Financial LLC

location

LARGO, FL

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Walter J. Hiel is a financial advisor with over 20 years of experience in the industry. Walter is currently registered with LPL Financial LLC and is licensed in 13 states, including Florida, Texas, Georgia, and New York. Walter has earned the Series 7, Series 63, and Series 66 securities licenses and the SIE exam. Walter provides a range of services to individual clients, corporations, and retirement plans, including financial planning, portfolio management, and investment advisory services. Walter J. Hiel is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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