Idalia Daguin is a registered investment advisor at Raymond James & Associates, INC., based in Miami, FL, with 19 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
Miami, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Idalia is involved in multiple rental real estate businesses, acting as a partner, officer, and owner/proprietor in various LLCs. She dedicates minimal time to these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services Incorporated of Puerto RicoBroker
Citi International Financial Services LLCBroker
State Registrations17 states
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