Dawna Duclau
Dawna Duclau is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Stuart, FL, with 9 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
850 NW Federal Highway, Stuart, FL, 34994
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dawna works as an associate/employee at Acadium Financial Partners, dedicating about half of her time to supporting advisors. She also owns Jenkins Property Management and Site Services LLC, spending minimal time on accounting and county filings.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations1 state
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