DP
DP

Danielle Page

41 Years of Experience
Jenkintown, PA
Broker

Danielle Page is a registered investment advisor at Raymond James & Associates, INC., based in Jenkintown, PA, with 41 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

One Pitcairn Place, 165 Township Line Rd, Suite 1500, Jenkintown, PA, 19046

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.
April 2014 - Present · 12 yrs 1 mo
Raymond James & Associates, INC.Broker
February 2008 - Present · 18 yrs 3 mos
Raymond James & Associates, INC.
February 2008 - Present · 18 yrs 3 mos
Previous Registrations
UBS Financial Services INC.Broker
July 1989 - February 2008 · 18 yrs 7 mos
Shearson Lehman Hutton INC.Broker
April 1988 - August 1989 · 1 yr 4 mos
E. F. Hutton & Company INCBroker
September 1984 - April 1988 · 3 yrs 7 mos
State Registrations31 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.