Dena Weeks
Dena Weeks is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cleveland, MS, with 13 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
Firm Size
IM Fee
Assets Under Management
Location
698 South Street, Suite 1318, Cleveland, MS, 38732
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dena works as an associate/employee at Barfield, Salley & Associates, PLLC, preparing tax returns, dedicating about 10-20% of her time. She also owns a support company, Golden Harvest Financial Services, but spends minimal time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
State Registrations7 states
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