DC
DC

Deonna Colvin

27 Years of Experience
Louisville, KY
Broker

Deonna Colvin is a registered investment advisor at Raymond James & Associates, INC., based in Louisville, KY, 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 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

4969 Us Hwy 42, Suite 1600, Louisville, KY, 40222

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Deonna's spouse owns Kevin Colvin Woodworking, LLC, and she spends minimal time on the business. This activity is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
December 2017 - Present · 8 yrs 9 mos
Raymond James & Associates, INC.Broker
December 2017 - Present · 8 yrs 9 mos
Previous Registrations
Morgan Stanley
May 2015 - December 2017 · 2 yrs 7 mos
Morgan StanleyBroker
May 2015 - December 2017 · 2 yrs 7 mos
UBS Financial Services INC.
September 2006 - May 2015 · 8 yrs 8 mos
UBS Financial Services INC.Broker
September 2006 - May 2015 · 8 yrs 8 mos
J.P. Morgan Securities INC.Broker
July 2006 - September 2006 · 2 mos
Jpmorgan Securities INC
April 2001 - September 2006 · 5 yrs 5 mos
Banc One Securities CorporationBroker
March 1999 - July 2006 · 7 yrs 4 mos
State Registrations1 state
KY
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.