RD
RD

Renee Degner

23 Years of Experience
Issaquah, WA
Broker

Renee Degner is a registered investment advisor at Raymond James & Associates, INC., based in Issaquah, WA, with 23 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

Issaquah, WA

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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

Renee owns a rental property inherited from her parents, dedicating minimal time to its maintenance. She also holds a real estate license for personal/family use, which does not generate compensation.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2023 - Present · 3 yrs 4 mos
Raymond James & Associates, INC.
November 2022 - Present · 3 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
American Funds Distributors, INC.
April 2013 - June 2017 · 4 yrs 2 mos
American Funds Distributors, INC.Broker
June 2011 - June 2017 · 6 yrs
Morgan Stanley Smith BarneyBroker
June 2009 - June 2011 · 2 yrs
Morgan Stanley Smith Barney LLC
June 2009 - June 2011 · 2 yrs
Morgan Stanley & CO. Incorporated
March 2008 - June 2009 · 1 yr 3 mos
Morgan Stanley & CO. IncorporatedBroker
August 2007 - June 2009 · 1 yr 10 mos
Hartford Equity Sales Company INC.Broker
September 2002 - June 2007 · 4 yrs 9 mos
Clarke Lanzen Skalla Investment Firm INC
April 2001 - September 2002 · 1 yr 5 mos
Orbitex Funds Distributor, INC.Broker
October 2000 - July 2002 · 1 yr 9 mos
Pacific Mutual Distributors, INC.Broker
September 1997 - August 1998 · 11 mos
Franklin/templeton Distributors, INC.Broker
June 1994 - August 1997 · 3 yrs 2 mos
State Registrations2 states
CAWA
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.
Renee Degner - Financial Advisor | TrueAdvisor