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Advisors / Alabama / Mobile
34yrs

Walter Edler

Financial advisor at Raymond James & Associates

Walter Edler is a fiduciary financial advisor in Mobile, Alabama, with 34 years in the industry. After three years at Amundi Asset Management US and nine years at Amundi Pioneer Institutional Asset Management, Walter joined Raymond James & Associates in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 273 advisors with offices in Mobile, and one of 236 fiduciaries.

Mobile, AL 36608Top 9% by experience nationwideFiduciary advisor

At a glance

Experience34 years (since 1992)
How that compares ?Top 9% by experience nationwide
Office21 West 1-65 Service Road North, Mobile, AL 36608
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state

Services through Raymond James & Associates

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now
  2. 2021 – 2024
    Amundi Asset Management US, Inc.Previously
  3. 2012 – 2020
    Amundi Pioneer Institutional Asset Management, Inc.Previously
  4. Nov 2009 – Aug 2010
    Directed Services LLCPreviously

Questions to ask Walter

Tailored to Walter’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Walter

How do I contact Walter?

Call Raymond James & Associates at (727) 567-1000 and ask for Walter Edler. Walter works from the Mobile, AL office.

How long has Walter been a financial advisor?

Walter has been in the industry since 1992, about 34 years. Top 9% by experience nationwide.

What licenses does Walter hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Walter a fiduciary?

Walter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Walter paid?

Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Walter for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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