Daniel Chassee
Daniel Chassee is a registered investment advisor at Raymond James & Associates, INC., based in Lafayette, LA, with 39 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
1220 Camellia Blvd, Lafayette, LA, 70508
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Daniel is the owner of 1220 Camellia Blvd Property, LLC since 2001 and a committee member for Miles Perret Cancer Services since 2013, dedicating minimal time to each. He is also involved with WoodBluff LLC since 2022, dedicating minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Dean Witter Reynolds INC.Broker
Howard, Weil, Labouisse, Friedrichs INC.Broker
Ids Marketing CorporationBroker
State Registrations9 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.