Donald Dever
Donald Dever is a registered investment advisor at UBS Financial Services INC., based in Fort Pierce, FL, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
Fort Pierce, FL
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Regulatory History (2)
Customer Dispute
August 2023Customer Dispute
August 2019Other Business Activities
Donald is involved with American Residuals & Talent and serves on the Nova Southeastern University Regional Campus Advisory Board. He also serves on the University of Miami Planned Giving Advisory Board, aiming to strengthen relationships between the university and estate planning advisors.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
M&t Securities, INC.Broker
Wilmington Brokerage Services CompanyBroker
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
State Registrations15 states
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.