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Vivian Dehoff

30 Years of Experience
York, PA
BrokerSells Insurance

Vivian Dehoff is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in York, PA, with 30 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

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1605 East Market Street, York, PA, 17403

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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 ActivitiesSells Insurance

Vivian works as an associate/employee for Jeffrey A Gay CFP, a support company providing payroll and benefits for employees of a Raymond James branch, where she advises clients, provides insurance products, and account services. She also works as a licensed assistant providing customer service for Jeffrey A Gay, CFP; both activities take about half of Vivian's time each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
April 2000 - Present · 26 yrs 1 mo
Previous Registrations
Raymond James Financial Services
November 2005 - January 2009 · 3 yrs 2 mos
Cambridge Investment Research, INC.Broker
March 2000 - April 2000 · 1 mo
Bisys Brokerage Services, INC.Broker
March 1999 - October 1999 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1998 - March 1999 · 6 mos
First Union Brokerage Services, INC.Broker
May 1998 - September 1998 · 4 mos
Liberty Securities CorporationBroker
April 1996 - May 1998 · 2 yrs 1 mo
Lincoln Financial Advisors CorporationBroker
May 1995 - April 1996 · 11 mos
The Lincoln National Life Insurance CompanyBroker
May 1995 - April 1996 · 11 mos
Nylife Securities INC.Broker
February 1995 - May 1995 · 3 mos
State Registrations9 states
AZCACOFLGAMDPATXVA
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.
Vivian Dehoff - Financial Advisor | TrueAdvisor