DL
CFP
DL
CFP

Donald Ledoux

20 Years of Experience
San Ramon, CA
Broker

Donald Ledoux is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Ramon, CA, 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 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

2633 Camino Ramon, Suite 200, San Ramon, CA, 94583

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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 board member (Treasurer) of PulsePoint Foundation, a non-profit, dedicating minimal time. He is also an independent contractor (Financial Advisor) for Summit Financial Group LLC, spending about half his time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2023 - Present · 3 yrs
Previous Registrations
Securian Financial Services, INC.
May 2005 - May 2023 · 18 yrs
Securian Financial Services, INC.Broker
April 2005 - May 2023 · 18 yrs 1 mo
State Registrations27 states
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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.
Donald Ledoux - Financial Advisor | TrueAdvisor