Austin Daugherty
Austin Daugherty is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Burlington, NC, with 8 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
3065 S. Church Street, Burlington, NC, 27215
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Austin sells fixed insurance products, dedicating minimal time to this activity. He also serves as Secretary for Blaser Investment Management Group, Inc., spending minimal time in this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 states
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
More Advisors
- Jeffrey Blaser, CFPRaymond James Financial Services Advisors, INC
- Matthew Johnson, CFPRaymond James Financial Services Advisors, INC
- Erin Cockman, CFPRaymond James Financial Services Advisors, INC
- Kristin Moore, ChFCState Farm Investment Management CORP.
- Andrew Davis, CFAAtlantic Union Municipal Advisors, INC
- Timothy Bolinger, CFPLPL Financial LLC