Richard Picone
Richard Picone is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bonita Springs, FL, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3301 Bonita Beach Road, Suite 201, Bonita Springs, FL, 34134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is named as POA/Personal Representative for John and Deborah Picone's estate planning documents, dedicating minimal time to this. He also owns Picone Financial Partners, where he manages client investments, employees, and business expenses, taking about half of Richard's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations28 states
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