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Debra Riedel

45 Years of Experience
Boise, ID
Broker

Debra Riedel is a registered investment advisor at Raymond James & Associates, INC., based in Boise, ID, with 45 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

950 W Bannock St, Suite 700, Boise, ID, 83702

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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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Other Business Activities

Debra is a board member of the Idaho Community Foundation, serving on multiple committees and as a representative for the Kissler Family Foundation. She is also a partner in R 5 LLC, which owns land for future townhomes, and owns a rental property; these activities require minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2016 - Present · 9 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Morgan Stanley
June 2009 - August 2016 · 7 yrs 2 mos
Morgan StanleyBroker
June 2009 - August 2016 · 7 yrs 2 mos
Citigroup Global Markets INC.
July 1998 - June 2009 · 10 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
May 1988 - July 1993 · 5 yrs 2 mos
E. F. Hutton & Company INCBroker
October 1983 - May 1988 · 4 yrs 7 mos
Dean Witter Reynolds INC.Broker
January 1981 - November 1983 · 2 yrs 10 mos
Waddell & Reed, INC.Broker
June 1980 - November 1980 · 5 mos
State Registrations31 states
AKALAZCACOFLGAHIIAIDILINKSLAMIMOMTNENMNVNYOHORPASCSDTXUTVAWAWY
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.
Debra Riedel - Financial Advisor | TrueAdvisor