Walter Crockett Bohannon

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

• 06/2011 → Present
  Raymond James Financial Services
  Orlando, FL
• 08/2011 → Present
  Raymond James Financial Services Advisors Inc.
  Orlando, FL

Previous Registrations

• 2007-03-14 → 2011-07-14
  Edward Jones
  Oviedo, FL
  Orlando, FL
  Oviedo, FL

Other Businesses

(1)Name of Business: Foundations Financial Partners Address: 3801 Avalon Park E Blvd Suite 350B, Orlando, FL, 32828, United States Activity Type: Certified Divorce Financial Analyst Position/Title: Investment Related: Yes Start Date: 05/05/2014 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: (2)Name of Business: Foundations Financial Partners Llc Address: 3801 Avalon Park East Blvd, Orlando, FL, 32828-4900, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/15/2011 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Branch Manager / Financial Advisor (3)Name of Business: MacFarlane, Terri Address: 3801 Avalon Park East Blvd, Orlando, FL, 32828-4900, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting) Investment Related: Yes Start Date: 12/04/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: POA/Personal Representative. POA for Sibling account (4)Name of Business: Orlando Divorce Planning Address: 3801 Avalon Park E Blvd, Orlando, FL, 32828, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/10/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Divorce Consulting (5)Name of Business: The Village for Friends Properties, Inc Address: 11875 High Tech Ave Ste 200, Orlando, FL, 32817, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 10/30/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: General Board Memeber Duties

Exams

• S66 Uniform Combined State Law Examination
  2007-03-02
• S63 Uniform Securities Agent State Law Examination
  2005-08-12

Other Names

• Crockett Bohannon
• Walter C Bohannon