DW
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Dane Webb

18 Years of Experience
The Woodlands, TX
Broker

Dane Webb is a registered investment advisor at Raymond James & Associates, INC., based in The Woodlands, TX, with 18 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

1780 Hughes Landng Blvd., Suite 375, The Woodlands, TX, 77380

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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

Dane is involved in several outside business activities. He is an independent contractor for Beach Body, participates in Kansas Farm activities, and is a partner/officer for Lifetime Decoys, dedicating about 10-20% of his time to the latter.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2007 - Present · 18 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2007 - Present · 18 yrs 7 mos
Previous Registrations
Abshier Webb & Donnelly, INC.Broker
April 2007 - October 2007 · 6 mos
State Registrations16 states
CACOCTGAIDKYMDMOMTNMNYOHOKSCTXWA
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.
Dane Webb - Financial Advisor | TrueAdvisor