DG
DG

Don Grijalva

52 Years of Experience
Palm Desert, CA
Broker

Don Grijalva is a registered investment advisor at Raymond James & Associates, INC., based in Palm Desert, CA, with 52 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

73130 El Paseo, Suite O, Palm Desert, CA, 92260

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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

Don is the president of the Solera Ranch Community Services HOA since 2019, dedicating minimal time to attending meetings and discussing community issues. This activity is investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2019 - Present · 6 yrs 8 mos
Raymond James & Associates, INC.
September 2019 - Present · 6 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 1998 - September 2019 · 21 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
June 1997 - September 2019 · 22 yrs 3 mos
Sutro & CO. IncorporatedBroker
August 1988 - June 1997 · 8 yrs 10 mos
Shearson Lehman Hutton INC.Broker
February 1988 - August 1988 · 6 mos
E. F. Hutton & Company INCBroker
December 1975 - February 1988 · 12 yrs 2 mos
Roberts, Scott & CO., INC.Broker
October 1973 - December 1973 · 2 mos
First California Company, IncorporatedBroker
May 1973 - September 1975 · 2 yrs 4 mos
State Registrations4 states
AZCAIDNV
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.
Don Grijalva - Financial Advisor | TrueAdvisor