DC
DC

Duane Chaney

24 Years of Experience
Fort Myers, FL
Broker

Duane Chaney is a registered investment advisor at Raymond James & Associates, INC., based in Fort Myers, FL, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

14541 Hope Center Loop, Suite 101, Fort Myers, FL, 33912

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Duane owns Stellar Tennis Events, LLC, providing tennis event consulting services and referral fees for celebrity tennis pro placement. He dedicates a few hours per week to this business.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2004 - Present · 21 yrs 11 mos
Raymond James & Associates, INC.Broker
August 2004 - Present · 21 yrs 11 mos
Previous Registrations
MML Investors Services, INC.
June 2002 - August 2004 · 2 yrs 2 mos
MML Investors Services, INC.Broker
December 2001 - August 2004 · 2 yrs 8 mos
State Registrations27 states
CACOCTFLGAIDILINKYLAMDMIMNMONCNHNVNYOHORPARITNVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.