DP
CFP
DP
CFP

Donald Prescott

23 Years of Experience
Fountain Hills, AZ
Broker

Donald Prescott is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fountain Hills, AZ, 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

17100 E Shea Blvd., Ste. 100, Fountain Hills, AZ, 85268

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Donald is a partner in All Good Construction LLC, Donny Brook LLC (rental real estate), Living Tax Strategies LLC (accounting/CPA), and Prescott Global LLC (rental real estate). He also has affiliations with Living Advisor Group, Silver Tree Wealth Partners, and SilverTree Collective, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2022 - Present · 4 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Edward Jones
March 2019 - February 2022 · 2 yrs 11 mos
Edward JonesBroker
January 2003 - February 2022 · 19 yrs 1 mo
State Registrations19 states
AZCACOFLIDILMDMIMOMTNVOHORPATNTXUTWAWY
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.