Richard Doel
Richard Doel is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tigard, OR, 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
Firm Size
IM Fee
Assets Under Management
Location
6855 SW Baylor St, Tigard, OR, 97223
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Richard is an agent with FFP Insurance Services, recommending and writing life insurance applications, dedicating a few hours per week. He is also involved with Kruse Woods Financial Partners, Project Discovery LLC, Richard Doel PC, and Zarah Meadows, Inc., spending minimal time on the first three and about 10-20% of his time on the last, which is an agriculture/farming business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
First Investors Advisory Services, LLC
First Investors CorporationBroker
State Registrations13 states
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.