Donna Stock
Donna Stock is a registered investment advisor at Raymond James & Associates, INC., based in Vero Beach, FL, with 26 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Vero Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Donna serves as power of attorney for her mother and father since 2018. These activities are non-investment related and require minimal time commitment.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Barclays Capital INC.
Barclays Capital INC.Broker
Morgan Stanley
Morgan StanleyBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Raymond James & Associates, INC.Broker
Janney Montgomery Scott LLCBroker
Salomon Smith Barney INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.