Donn Carmel
Donn Carmel is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Westlake, OH, 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
Firm Size
IM Fee
Assets Under Management
Location
26600 Detroit Road, Suite 130, Westlake, OH, 44145
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Donn uses Carmel-Quintero Financial Services as a DBA for TDM Financial LLC, and is an owner of TDM Financial LLC. He is also a partner in TDA LLC, and spends minimal time on these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
State Registrations31 states
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