DH
CFP
DH
CFP

Donna Hunt

33 Years of Experience
Ottawa, IL
Broker

Donna Hunt is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ottawa, IL, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1410 Aquarius Circle, Ottawa, IL, 61350

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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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Other Business Activities

Donna is an operations manager at Armstrong & Associates, Inc., assisting financial advisors. She dedicates minimal time to this role, both overall and during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2016 - Present · 10 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
LPL Financial LLC
May 2003 - April 2016 · 12 yrs 11 mos
LPL Financial LLCBroker
May 2003 - April 2016 · 12 yrs 11 mos
Banc One Securities Corporation
April 2002 - September 2002 · 5 mos
Banc One Securities CorporationBroker
April 2001 - September 2002 · 1 yr 5 mos
Banc One Securities CorporationBroker
October 1999 - January 2000 · 3 mos
Royal Alliance Associates, INC.Broker
September 1994 - July 1999 · 4 yrs 10 mos
Lcl Investments, INC.Broker
March 1993 - September 1994 · 1 yr 6 mos
Money Concepts Capital CORPBroker
December 1990 - April 1993 · 2 yrs 4 mos
State Registrations1 state
IL
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.