DS
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Denise Samson

36 Years of Experience
St. Petersburg, FL
Broker

Denise Samson is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 36 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.

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Other Business Activities

Denise is a partner in Oak 13 Holdings, an LLC jointly owned with her husband to hold rental properties. Her husband manages the properties, and Denise spends minimal time on this business.

Employment History
Current Registrations
Raymond James & Associates, INC.
December 2004 - Present · 21 yrs 5 mos
Raymond James & Associates, INC.Broker
April 1989 - Present · 37 yrs 1 mo
State Registrations1 state
FL
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.