Joel Dovi
Joel Dovi is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Annapolis, MD, with 26 years of industry experience. Joel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B 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% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
1910 Towne Centre Blvd, Suite 250, Annapolis, MD, 21401
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2017Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations22 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.
Exams
More Advisors
- Douglas Miller, CFPRaymond James Financial Services Advisors, INC
- Scott Robinson, CFPRaymond James Financial Services Advisors, INC
- Brad Long, CFPRaymond James Financial Services Advisors, INC
- Brendan O'rourke, CFP
- Robert Johnson, CFA, CFPCharles Schwab & CO., INC.
- Robert Clark, CFPClark Company