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Adam Walker

Advisor at Raymond James Financial

Updated today

Location

Newberry, FL 32669

Credentials

Series 66

Industry experience

2 years

About

Adam Walker is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked for Sanofi for ten years. He is also involved with Greg Smith, LLC, a non-investment-related support company based in Newberry, FL. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various advisory programs and an extensive affiliate network.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

24836 W Newberry Road

Newberry, FL 32669

Most active in

Florida

Work history

Raymond James Financial Services Advisors, Inc.

2024 - Present (2 years)

Greg Smith, LLC

2023 - Present (3 years)

Raymond James Financial Services, Inc.

2023 - Present (3 years)

Unemployed

2023 - 2023 (1 year)

Sanofi

2013 - 2023 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael D

Series 65

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Options & derivatives strategies Active portfolio management General retirement planning College savings (529s, UTMA, etc.)
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Chiefland, FL

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Wealth management Passive / index investing Active portfolio management
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Tyler C

CFP®, Series 66

Gainesville, FL

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Wealth management Executive Founder/Business Owner
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Series 65

Gainesville, FL

Lentz Advisors

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General retirement planning Tax strategies for small businesses Wealth management
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Joseph L

Series 63, Series 66

Tioga, FL

Lowry Financial Advisors

Joseph Lowry Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been a co-owner and principal at Lowry & Lowry, Inc. since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and back-office support, including investment management, compliance, and technology services, enabling advisors to construct client portfolios from a broad selection of securities and insurance products.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Debt management
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Joseph L

ChFC®, Series 63, Series 66

Tioga, FL

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Joseph Lowry is a ChFC® with 44 years of experience in the financial services industry. He is the president and co-owner of Lowry Financial Advisors and has held leadership roles at related entities including Lowry & Lowry, Inc. Lowry is also the author of the book "Thanks Mom." Lowry Financial Advisors is a small, three-advisor firm that provides financial planning and wealth management services to individuals, families, and retirement plans. The firm emphasizes planning-driven advice using portfolio analysis tools and offers project-based or ongoing retainer engagements rather than discretionary asset management.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Debt management
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