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Dayna Olmsted

20 Years of Experience
St. Petersburg, FL
Broker

Dayna Olmsted is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 20 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.

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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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
May 2013 - Present · 13 yrs
Raymond James & Associates, INC.
May 2013 - Present · 13 yrs
Previous Registrations
Benjamin F. Edwards & Company, Incorporated
May 2010 - August 2012 · 2 yrs 3 mos
Bfe Asset Management, LLC
October 2009 - May 2010 · 7 mos
Benjamin F. Edwards & Company, INC.Broker
October 2009 - August 2012 · 2 yrs 10 mos
Wells Fargo Advisors Financial Network, LLC
February 2009 - October 2009 · 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2009 - October 2009 · 8 mos
Wachovia Securities, LLC
January 2008 - February 2009 · 1 yr 1 mo
Wachovia Securities, LLCBroker
January 2008 - February 2009 · 1 yr 1 mo
A. G. Edwards & Sons, INC.
February 2006 - January 2008 · 1 yr 11 mos
A. G. Edwards & Sons, INC.Broker
August 2004 - January 2008 · 3 yrs 5 mos
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.