QD
CFP
QD
CFP

Qlirim Dauti

14 Years of Experience
Southlake, TX
Broker

Qlirim Dauti is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Southlake, TX, with 14 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

115 Grand Avenue, Suite 222, Southlake, TX, 76092

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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

Qlirim is a partner in Ditari Investments, a rental real estate business, since 2019. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2019 - Present · 6 yrs 11 mos
Raymond James & Associates, INC.
June 2019 - Present · 6 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Edward Jones
February 2012 - June 2019 · 7 yrs 4 mos
Edward JonesBroker
December 2011 - June 2019 · 7 yrs 6 mos
State Registrations17 states
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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.