DS
DS

Deborah Szymchack

26 Years of Experience
Grand Rapids, MI
Broker

Deborah Szymchack is a registered investment advisor at Raymond James & Associates, INC., based in Grand Rapids, MI, 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
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

100 Crahen Ave NE, Suite 200, Grand Rapids, MI, 49525

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Deborah is involved in sales for Mary Kay Cosmetics in Rockford, MI, dedicating minimal time to this activity outside of business hours.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2019 - Present · 6 yrs 6 mos
Raymond James & Associates, INC.
January 2007 - Present · 19 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2007 - Present · 19 yrs 4 mos
Previous Registrations
Wachovia Securities, LLCBroker
July 2003 - December 2006 · 3 yrs 5 mos
Prudential Securities IncorporatedBroker
June 1999 - July 2003 · 4 yrs 1 mo
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.