TrueAdvisor
TrueAdvisor
DP
DP

Darlene Porter

Raymond James & Associates, INC.
28 Years of Experience
Daytona Beach, FL
1 DisclosureBroker
View SEC Summary
View SEC Summary

Darlene Porter is a registered investment advisor at Raymond James & Associates, INC., based in Daytona Beach, FL, with 28 years of industry experience. Darlene 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.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

444 Seabreeze Blvd, Suite 700, Daytona Beach, FL, 32118

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2008
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Darlene is a notary public for the state of Florida since 2014, spending minimal time on it. She also co-owns rental property and is the treasurer/secretary for Kershores Club, dedicating minimal time to each.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2023 - Present · 3 yrs 9 mos
Raymond James & Associates, INC.Broker
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2014 - January 2023 · 8 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
February 2014 - January 2023 · 8 yrs 11 mos
Raymond James & Associates, INC.
August 2010 - February 2014 · 3 yrs 6 mos
Raymond James & Associates, INC.Broker
August 2010 - February 2014 · 3 yrs 6 mos
Morgan Stanley Smith Barney LLC
June 2009 - June 2010 · 1 yr
Morgan Stanley Smith BarneyBroker
June 2009 - June 2010 · 1 yr
Morgan Stanley & CO. Incorporated
February 2009 - June 2009 · 4 mos
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
UBS Financial Services INC.
September 2007 - November 2008 · 1 yr 2 mos
UBS Financial Services INC.Broker
September 2007 - November 2008 · 1 yr 2 mos
Citigroup Global Markets INC.
March 2004 - September 2007 · 3 yrs 6 mos
Citigroup Global Markets INC.Broker
March 2004 - September 2007 · 3 yrs 6 mos
Morgan Stanley Dw INC.Broker
November 1999 - March 2004 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1999 - July 1999 · 1 mo
Morgan Stanley
November 1998 - March 2004 · 5 yrs 4 mos
Nationsbanc Investments, INC.Broker
June 1998 - January 1999 · 7 mos
Barnett Investments, INC.Broker
June 1997 - March 1998 · 9 mos
State Registrations1 state
FL
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.
More Advisors
More financial advisors in Daytona Beach, FL →All financial advisors in Florida →