Todd Walz

Tel: (502) 329-2066
4969 US Hwy 42
Suite 1600
Louisville, KY 40222
Raymond James & Associates, Inc. | Financial Advisor in Louisville ,KY

About Raymond James & Associates, Inc.

We help to design and implement personalized wealth management solutions for affluent clients using a consultative, team based approach.

15 Years of Experience



General Information
Name of Broker/Dealer:   Raymond James Financial Services, Inc.
States Licensed in:   FL, GA, IN, KY, OH
Number of Years with Current Firm:   6
I work with the following types of clients:   Businesses , Individual Investors


Services
Investment Types:   Alternative Investments , Mutual Funds , Bonds , Stocks , Annuities , Insurance
I can meet clients in the following ways:   At your office , At your home , At my office


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Disability , Health , Variable Life , Long Term Care , Variable Annuity , Life
Firm Information
Advisor's Number of Clients:   150
Advisor's Number of Managed Clients:   150
Advisor's Number of Planning Clients:   150
Assets Managed by Advisor:   $80,000,000


Compliance
Registered Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   100000
Compensation Methods:   Flat Fee , Hourly , Commissions
Fee % Based on Assets:   1.4%
Additional Details on Charges:   Discretionary Managed accounts negotiable



FAQs


DISCLAIMER

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. © 2018 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Privacy Policy | Terms of Use

Todd Walz

Todd Walz

CERTIFIED FINANCIAL PLANNER™ Certificant, AAMS®, CDFA