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Donovan Laib
13 Years of Experience
Boca Raton, FL
1 DisclosureBroker
Donovan Laib is a registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 13 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
One Town Center Road, Suite 660, Boca Raton, FL, 33486
Get directionsHistory
Regulatory History (1)
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Criminal
February 1994Final Disposition
Other Business Activities
Donovan owns 100% of Sunset Wealth Management, LLC, a financial planning practice. He dedicates minimal time to this activity.
Employment History
Current Registrations
Wells Fargo Advisors
February 2018 - Present · 8 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2014 - February 2018 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2014 - February 2018 · 3 yrs 11 mos
PFS Investments INC.Broker
October 2001 - December 2002 · 1 yr 2 mos
State Registrations12 states
ALAZDCFLGAIAILMNNDTXUTWI
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.