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Donald Simpson
45 Years of Experience
Bloomfield Hills, MI
1 DisclosureBroker
Donald Simpson is a registered investment advisor at Raymond James & Associates, INC., based in Bloomfield Hills, MI, 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
39400 Woodward Ave, Suite 150, Bloomfield Hills, MI, 48304
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 1986Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
April 2018 - Present · 8 yrs 1 mo
Raymond James & Associates, INC.
April 2018 - Present · 8 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2006 - April 2018 · 11 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - April 2018 · 14 yrs 9 mos
Prudential Securities IncorporatedBroker
September 1980 - July 2003 · 22 yrs 10 mos
State Registrations22 states
AZCACTFLGAHIILINMAMIMONCNVNYOHOKPASCTXUTVAVT
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.