Ronald David Walli

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/1985 → 12/2017
  Wallis Vending
  Burton, MI
• 02/1997 → Present
  The Weed Lady Investment Company, Llc
  Grand Blanc, MI
• 10/2015 → Present
  Raymond James Financial Services, Inc.
  Grand Blanc, MI
• 02/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Grand Blanc, MI
• 01/2019 → Present
  Ron Walli Investments, Llc
  Flushing, MI

Other Businesses

(1) Name of Business: Ron Walli Investments, LLC Address: 6547 Flushing Rd., Flushing, MI, 48433, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/08/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Bookkeeping (2) Name of Business: The Weed Lady Address: 9225 Fenton Rd., Grand Blanc, MI, 48439, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/01/1997 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Bookkeeping (3) Name of Business: The Weed Lady Investment Properties, LLC Address: 9225 Fenton Rd., Grand Blanc, MI, 48439, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/01/1997 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Bookkeeping (3)Name of Business: The Weed Lady Investment Company, LLC Address: 9225 Fenton Rd., Grand Blanc, MI, 48439, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/01/1997 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Bookkeeping

Exams

• S66 Uniform Combined State Law Examination
  2016-02-05