DB
CFP
DB
CFP
Danielle Blunt
25 Years of Experience
Brea, CA
1 DisclosureBroker
Danielle Blunt is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Brea, CA, with 25 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
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Location
2601 Saturn Street, Suite 100, Brea, CA, 92821
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2009Denied
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2014 - Present · 11 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2014 - Present · 11 yrs 6 mos
Previous Registrations
Edward Jones
October 2006 - November 2014 · 8 yrs 1 mo
Edward JonesBroker
July 2000 - November 2014 · 14 yrs 4 mos
State Registrations14 states
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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.