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Sharon Dunaway-Alt

20 Years of Experience
Tampa, FL
Broker

Sharon Dunaway-Alt is a registered investment advisor at Raymond James & Associates, INC., based in Tampa, FL, with 20 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1646 W. Snow Avenue, Suite 4, Tampa, FL, 33606

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
July 2020 - Present · 5 yrs 10 mos
Raymond James & Associates, INC.
July 2012 - Present · 13 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
PFS Investments INC.Broker
April 2005 - June 2012 · 7 yrs 2 mos
State Registrations28 states
ALAZCACOCTDCDEFLGAIDILKYMAMIMNMONCNHNJNMNYOHOKPATNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Sharon Dunaway-Alt - Financial Advisor | TrueAdvisor