DD
CFP
DD
CFP

Dale Darr

12 Years of Experience
St. Petersburg, FL
Broker

Dale Darr is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 12 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
October 2022 - Present · 3 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Fifth Third Securities, INC.
November 2019 - September 2022 · 2 yrs 10 mos
Fifth Third Securities, INC.Broker
November 2019 - September 2022 · 2 yrs 10 mos
Wells Fargo Clearing Services, LLC
June 2016 - August 2019 · 3 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
June 2016 - August 2019 · 3 yrs 2 mos
Bb&t Investment Services, INC.
June 2015 - May 2016 · 11 mos
Bb&t Investment Services, INC.Broker
June 2015 - May 2016 · 11 mos
Morgan Stanley
July 2013 - May 2015 · 1 yr 10 mos
Morgan StanleyBroker
May 2013 - May 2015 · 2 yrs
State Registrations1 state
FL
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.
Dale Darr - Financial Advisor | TrueAdvisor