Alison Donnelly
Alison Donnelly is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Springfield, MA, 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
P.O.Box 15308 Tower Square, 1500 Main Street, Ste 900, Springfield, MA, 01115
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alison is an associate/employee of Paladin Enterprise LLC, a DBA for RJ Independent Contractor Division, and also works for Paladin Wealth Partners as a financial advisor. She dedicates about half of her time to each of these support company roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations27 states
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