DP
CFP
DP
CFP

Dane Pinter

19 Years of Experience
Deer Park, IL
Broker

Dane Pinter is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Deer Park, IL, 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
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

21925 W. Field Parkway, Suite 206, Deer Park, IL, 60010

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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.Broker
April 2022 - Present · 4 yrs 1 mo
Raymond James & Associates, INC.
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Edward Jones
March 2007 - April 2022 · 15 yrs 1 mo
Edward JonesBroker
January 2007 - April 2022 · 15 yrs 3 mos
State Registrations20 states
AZCACOFLGAILINKSKYMAMONMNYOHOKPATNTXVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Dane Pinter - Financial Advisor | TrueAdvisor