FD
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Fredrick Donovan
32 Years of Experience
Vancouver, WA
2 DisclosuresBroker
Fredrick Donovan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vancouver, WA, with 32 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
9120 NE Vancouver Mall Lp, Suite 200, Vancouver, WA, 98662
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
March 2015Customer Dispute
March 2001Denied
Other Business Activities
Fredrick is the CEO of Navigate Wealth Strategies, a support company and DBA. He dedicates minimal time to this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2015 - Present · 10 yrs 9 mos
Raymond James Financial Services, INC.Broker
May 2015 - Present · 11 yrs
Previous Registrations
Edward Jones
March 2007 - April 2015 · 8 yrs 1 mo
Edward JonesBroker
October 1997 - April 2015 · 17 yrs 6 mos
Wm Financial Services, INC.Broker
May 1994 - October 1997 · 3 yrs 5 mos
American Express Financial Advisors INC.Broker
February 1994 - May 1994 · 3 mos
Ids Life Insurance CompanyBroker
February 1994 - May 1994 · 3 mos
State Registrations29 states
ALARAZCACOFLGAHIIAIDILINMOMTNCNDNMNYOKORPASDTNTXUTVAWAWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.