Dennis Weldon
Dennis Weldon is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 22 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
880 Carillon Parkway, St. Petersburg, FL, 33716
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Frank is a licensed insurance agent selling life insurance since 2003. This activity requires minimal time commitment.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James & Associates, INC.Broker
Raymond James Financial Services, INC.Broker
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations1 state
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