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Donna Dembeck

24 Years of Experience
Doylestown, PA
Broker

Donna Dembeck is a registered investment advisor at Raymond James & Associates, INC., based in Doylestown, PA, with 24 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

2003 S. Easton Road, Suite 100, Doylestown, PA, 18901

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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.
February 2016 - Present · 10 yrs 3 mos
Raymond James & Associates, INC.
February 2016 - Present · 10 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2008 - February 2016 · 8 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - February 2016 · 9 yrs 11 mos
Advest, INC.Broker
May 2001 - March 2006 · 4 yrs 10 mos
State Registrations1 state
PA
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.