Helen Dolteren-Fournier
Helen Dolteren-Fournier is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winter Park, FL, with 31 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
1936 Howell Branch Road, Winter Park, FL, 32792
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Helen is an associate/employee and CFP professional/financial advisor at AEGIS Advisors LLC, dedicating about half of her time to this role. She also works as an attorney and 100% owner at AEGIS Law Firm, spending about 10-20% of her time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Ssn Advisory, INC.
Aegis Financial Advisors INC
Securities Service Network, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations13 states
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