Donald Steve
Donald Steve is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Monroe, MI, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1090 North Monroe Street, Monroe, MI, 48162
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald owns rental real estate properties and is an associate/employee and financial advisor at Walker Financial Services, dedicating about half his time to this role. He also serves on the finance/investment committee for the YMCA.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations12 states
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