Dawn Viellieux
Dawn Viellieux is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greenwood Village, CO, with 20 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
Firm Size
IM Fee
Assets Under Management
Location
5299 Dtc Blvd., Suite 210, Greenwood Village, CO, 80111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dawn works as a client associate for Buff 74 Asset Management since 2018 and PC Wealth Management LLC since 2019. She dedicates minimal time to each of these support roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations1 state
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