Author Archives for wallerandwax

Waller & Wax ADV Part 2A 2020

April 29, 2020 3:43 pm Published by wallerandwax Comments Off

WWA – Form ADV Part 2A 2020

How to Start Using the Vault

March 20, 2020 10:54 am Published by wallerandwax Comments Off

Did you know there’s safe, behind-the-firewall cloud storage inside Client Access? It’s a way for us to securely deliver documents...

How to Start Using Client Access

March 20, 2020 10:40 am Published by wallerandwax Comments Off

We have a great tool for you to access your account information. The Client Access portal link is right on...

Your First Zoom Meeting

March 19, 2020 1:13 pm Published by wallerandwax Comments Off

You might be hundreds or even thousands of miles from us when we need to meet – or you might...

Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC
Investment advisory services are offered through Waller & Wax Advisors Inc. and Raymond James Financial Services Advisors, Inc. Waller & Wax Advisors Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. This site is published for residents of the United States only. Raymond James Financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Privacy Notice