JD
CFP
JD
CFP

Joseph Descant

31 Years of Experience
Alexandria, LA
BrokerSells Insurance

Joseph Descant is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Alexandria, LA, 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
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

1446 Peterman Drive, Alexandria, LA, 71301

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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

Joseph is a partner in D & D Properties, collecting mortgage payments and distributing accumulations to partners, dedicating minimal time. He is also the Managing Member of Descant Financial Partners, LLC, using it as a support company for financial planning, asset management, and consulting, taking about half of Joseph's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2022 - Present · 4 yrs 4 mos
Raymond James Financial Services, INC.Broker
October 1997 - Present · 28 yrs 9 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
August 2012 - October 2012 · 2 mos
Descant Financial Partners, LLC
July 2008 - April 2022 · 13 yrs 9 mos
Nylife Securities INC.Broker
February 1995 - December 1997 · 2 yrs 10 mos
State Registrations10 states
ALARCAFLILLAMSNCTXVA
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.
Joseph Descant - Financial Advisor | TrueAdvisor