Walter Francis Mortimer

Employer firm

Coquina Private Wealth Advisors CRD 333615

$418M regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2004 → 03/2025
  Raymond James Financial Services
  Georgetown, TX
• 01/2009 → 03/2025
  Raymond James Financial Services Advisors, Inc
  Georgetown, TX
• 01/2009 → 10/2024
  Walter F. Mortimer Consulting
  Georgetown, TX
• 01/2022 → 03/2025
  Coquina Private Wealth Llc
  Georgetown, TX
• 03/2025 → Present
  Coquina Private Wealth Advisors
  Port Charlotte, FL

Previous Registrations

• 2009-01-02 → 2025-03-31
  Raymond James Financial Services Advisors, Inc
  Coral Springs, FL
  Saint Petersburg, FL
  Georgetown, TX
  Georgetown, TX
• 2004-02-25 → 2009-01-02
  Raymond James Financial Services, Inc.
  Georgetown, TX
  Port Charlotte, FL
  Georgetown, TX
  Georgetown, TX
• 2004-03-16 → 2005-12-31
  Williams Financial Consultants
  Georgetown, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-08-16
• S66 Uniform Combined State Law Examination
  2003-01-14

Other Names

• Walter Mortimer
• Walter F Mortiner