DM
DM

Donald Minton

24 Years of Experience
Evansville, IN
Broker

Donald Minton is a registered investment advisor at Raymond James & Associates, INC., based in Evansville, IN, 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

7501 Eagle Crest Blvd., Evansville, IN, 47715

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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

Donald is a member of the board of directors for Custom Staffing Services, a temporary staffing agency, since 2007. He serves as a business advisor to the firm, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2007 - Present · 18 yrs 11 mos
Raymond James & Associates, INC.Broker
September 2007 - Present · 19 yrs
Previous Registrations
A. G. Edwards & Sons, INC.
May 2002 - October 2007 · 5 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
March 2002 - October 2007 · 5 yrs 7 mos
State Registrations22 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.