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Donna Simmons

40 Years of Experience
St. Petersburg, FL
Broker

Donna Simmons is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 40 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Raymond James & Associates, INC.
December 2008 - Present · 17 yrs 7 mos
Raymond James & Associates, INC.Broker
December 2008 - Present · 17 yrs 7 mos
Previous Registrations
Morgan Keegan & Company, INC.
October 2012 - March 2013 · 5 mos
Morgan Keegan & Company, INC.Broker
October 2012 - March 2013 · 5 mos
Wachovia Securities, LLC
April 2005 - December 2008 · 3 yrs 8 mos
Wachovia Securities, LLCBroker
April 2005 - December 2008 · 3 yrs 8 mos
Southtrust Securities, LLCBroker
April 2004 - April 2005 · 1 yr
Raymond James Financial Services
January 1998 - April 2004 · 6 yrs 3 mos
Raymond James Financial Services, INC.Broker
January 1998 - April 2004 · 6 yrs 3 mos
Raymond James & Associates, INC.Broker
October 1985 - January 1998 · 12 yrs 3 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Donna Simmons - Financial Advisor | TrueAdvisor