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Donna Faircloth

26 Years of Experience
St. Petersburg, FL
Broker

Donna Faircloth is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 26 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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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

Donna owns Cardiff Property, an investment/rental property, since 2016. She spends minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2025 - Present · 9 mos
Raymond James Financial Services, INC.
February 2020 - Present · 6 yrs 5 mos
Raymond James Financial Services, INC.Broker
February 2020 - Present · 6 yrs 5 mos
Raymond James & Associates, INC.
May 2018 - Present · 8 yrs 2 mos
Raymond James & Associates, INC.
May 2018 - Present · 8 yrs 2 mos
Raymond James & Associates, INC.Broker
May 2018 - Present · 8 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2003 - May 2018 · 15 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1999 - May 2018 · 18 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Donna Faircloth - Financial Advisor | TrueAdvisor