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Sean Driscoll

27 Years of Experience
Williamsburg, VA
Broker

Sean Driscoll is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Williamsburg, VA, with 27 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

5216 Monticello Avenue, Williamsburg, VA, 23188

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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 Activities

Sean is a director for Quarterpath Community Development Authority, dedicating minimal time. He is also an associate/employee at TowneBank, taking about 10-20% of his time, and has a non-owner role at Towne Wealth Management with minimal time commitment.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
October 2006 - Present · 19 yrs 7 mos
Previous Registrations
Raymond James Financial Services
October 2006 - January 2009 · 2 yrs 3 mos
Wachovia Securities, LLC
October 2000 - October 2006 · 6 yrs
Wachovia Securities, LLCBroker
August 2000 - October 2006 · 6 yrs 2 mos
Interstate/johnson Lane CorporationBroker
July 1996 - March 1997 · 8 mos
Legg Mason Wood Walker, IncorporatedBroker
October 1995 - June 1996 · 8 mos
State Registrations22 states
AZCACOCTFLGAHIILKYMAMDMONCNJNYOHPASDTNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Sean Driscoll - Financial Advisor | TrueAdvisor