Wells Fargo Advisors
46yrs
Top 1% by experience in Alabama
14yrs
David Walker is a fiduciary financial advisor in Mobile, Alabama, with 14 years in the industry. After four years at Merrill and four years at Valic Financial Advisors, David joined Raymond James & Associates in 2026, a firm offering financial planning, investment management, and retirement plan consulting. David holds the CFP® designation.
One of 273 advisors with offices in Mobile, and one of 236 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowRaymond James & Associates, Inc.Current firm
- 2022 – 2026MerrillPreviously
- 2019 – 2022Valic Financial Advisors, Inc.Previously
- Jun 2018 – Apr 2019Wells Fargo Clearing Services, LLCPreviously
- 2014 – 2018PNC Managed Account Solutions, Inc.Previously
- Sep 2012 – Jan 2014MerrillPreviously
Contact David
(727) 567-1000Firm headquarters in St. Petersburg, FL. Ask for David. 21 West 1-65 Service Road NorthMobile, AL 36608Office · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COM
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Raymond James & Associates at (727) 567-1000 and ask for David Walker. David works from the Mobile, AL office.
How long has David been a financial advisor?
David has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David 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 David 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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