DS
DS

Debra Stephens

34 Years of Experience
Daytona Beach, FL
Broker

Debra Stephens is a registered investment advisor at Raymond James & Associates, INC., based in Daytona Beach, FL, with 34 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
Loading...

Location

444 Seabreeze Blvd, Suite 700, Daytona Beach, FL, 32118

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.
September 1991 - Present · 34 yrs 10 mos
Raymond James & Associates, INC.Broker
August 1991 - Present · 34 yrs 11 mos
State Registrations34 states
ALAZCACOCTDCDEFLGAHIIAILKYMAMDMEMIMONCNENHNJNMNVNYPARISCTXVAVTWAWIWV
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.