DG
CFP
DG
CFP

Daniel Gillins

23 Years of Experience
Saint Petersburg, FL
Broker

Daniel Gillins is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, with 23 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

880 Carillon Parkway, Saint Petersburg, FL, 33716

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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

Daniel is a partner in 993 Court St. LLC, owning the building where his office is located, and the owner of Gillins Financial, LLC, his support company. He also serves as a successor trustee and a finance committee member for the Great Basin College Foundation, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2013 - Present · 13 yrs 3 mos
Raymond James Financial Services, INC.Broker
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
Morgan Stanley
June 2009 - February 2013 · 3 yrs 8 mos
Morgan StanleyBroker
June 2009 - February 2013 · 3 yrs 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 2003 - April 2007 · 4 yrs 1 mo
Morgan Stanley Dw INC.Broker
December 2002 - April 2007 · 4 yrs 4 mos
First Investors CorporationBroker
July 2002 - August 2002 · 1 mo
State Registrations19 states
AKARAZCACOFLHIIDINMIMTNMNVORTXUTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.