Daniela Fricke
Daniela Fricke is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Orange, CA, with 21 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Orange, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniela owns rental real estate property since 2013. She dedicates minimal time to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
State Registrations26 states
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