Davee Schulte
Davee Schulte is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chula Vista, CA, with 3 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
884 Eastlake Pkwy, #1619, Chula Vista, CA, 91914
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2025Other Business Activities
Davee works as an Associate Financial Advisor at Mission Federal Credit Union, providing licensed support to their investment services department. This takes about half of Davee's time, including about a quarter of their time during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Unionbanc Investment Services, LLCBroker
State Registrations3 states
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.