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Daniel Bare

11 Years of Experience
St Petersburg, FL
Broker

Daniel Bare is a registered investment advisor at Raymond James & Associates, INC., based in St Petersburg, FL, with 11 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

6392 First Avenue North, St Petersburg, FL, 33710

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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

Daniel is an owner/proprietor engaged in retail arbitrage through platforms like eBay since February 2024. He dedicates a few hours per week to this business.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2018 - Present · 7 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
March 2015 - August 2018 · 3 yrs 5 mos
T. Rowe Price Investment Services, INC.Broker
October 2014 - August 2018 · 3 yrs 10 mos
State Registrations3 states
FLLAMI
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.
Daniel Bare - Financial Advisor | TrueAdvisor