Walter Harold Mego

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 → 09/2016
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 11/2016 → 04/2019
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 06/2018 → 04/2019
  Charles Schwab Bank
  Phoenix, AZ
• 07/2019 → 08/2019
  Apex
  Scottsdale, AZ
• 04/2019 → 07/2019
  Unemployed
  Scottsdale, AZ
• 09/2016 → 11/2016
  Unemployed
  Scottsdale, AZ
• 07/2019 → 08/2019
  Usaa Financial Advisors Inc
  Phoenix, AZ
• 07/2019 → 08/2019
  Usaa Investment Management Company
  Phoenix, AZ
• 08/2019 → 09/2020
  Jp Morgan Securities, Llc
  Phoenix, AZ
• 08/2019 → 09/2020
  Jp Morgan Chase Bank, N.A.
  Phoenix, AZ
• 10/2020 → 05/2022
  Bradley Wealth Management Llc
  Scottsdale, AZ
• 05/2022 → Present
  Raymond James Financial Services Inc
  Scottsdale, AZ
• 05/2022 → Present
  Raymond James Financial Services Advisors
  Scottsdale, AZ
• 05/2022 → Present
  Desert Financial Credit Union
  Phoenix, AZ

Previous Registrations

• 2020-11-16 → 2022-03-17
  Bradley Wealth Llc
  Scottsdale, AZ
• 2019-08-27 → 2020-10-09
  J.P. Morgan Securities Llc
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
• 2019-08-06 → 2019-08-12
  Usaa Investment Services Company
  Phoenix, AZ
• 2018-07-24 → 2019-05-21
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Other Businesses

(1) Name of Business: Desert Financial Wealth Management Address: 148 N 48th St, Phoenix, AZ, 85034 Activity Type: Support Company - Non-Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/23/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Sales Manager

Exams

• S66 Uniform Combined State Law Examination
  2018-07-24
• S63 Uniform Securities Agent State Law Examination
  2009-11-03

Other Names

• Walter H Mego
• Walter Harold Mego