DV
DV

Danielle Valleau

16 Years of Experience
Augusta, ME
Broker

Danielle Valleau is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Augusta, ME, with 16 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

320 Water Street, 1st FLOOR, Augusta, ME, 04338

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Danielle owns Danielle Valleau LLC, which supports her business with Raymond James Financial Services. She dedicates about half her time to this activity, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
October 2009 - Present · 16 yrs 7 mos
State Registrations19 states
AZCOCTFLILMAMDMENCNHNJOHPARITNUTVAVTWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.