DW
CFP
DW
CFP

Dennis Wolfe

25 Years of Experience
Chattanooga, TN
Broker

Dennis Wolfe is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chattanooga, TN, 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

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1200 Premier Dr Ste 100, Chattanooga, TN, 37421

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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

Dennis is involved with Scenic Land Investing, LLC as a personal/private investment. He dedicates minimal time to this business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2021 - Present · 5 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.
March 2004 - March 2021 · 17 yrs
Raymond James & Associates, INC.Broker
July 2000 - March 2021 · 20 yrs 8 mos
State Registrations36 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.