Doreen Connolly
Doreen Connolly is a registered investment advisor at Raymond James & Associates, INC., based in Tampa, FL, with 23 years of industry experience. Doreen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
3810 Northdale Blvd., Suite 180, Tampa, FL, 33624
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Regulatory History (1)
Judgment / Lien
January 2010Other Business Activities
Doreen is the president of the parent group for Mary Jos Performing Arts Academy, dedicating a few hours per week. She is also the founder/leader of The Krewe of Ann Jeffrey, a non-profit organization, spending a few hours per week on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
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
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