DC
DC

Daphne Conner

3 Years of Experience
Coeur D Alene, ID
Broker

Daphne Conner is a registered investment advisor at Raymond James & Associates, INC., based in Coeur D Alene, ID, with 3 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

2100 Northwest Blvd., Suite 260, Coeur D Alene, ID, 83814

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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.Broker
July 2024 - Present · 2 yrs
Raymond James & Associates, INC.
July 2024 - Present · 2 yrs
Previous Registrations
Edward Jones
January 2023 - July 2024 · 1 yr 6 mos
Edward JonesBroker
November 2022 - July 2024 · 1 yr 8 mos
State Registrations29 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Daphne Conner - Financial Advisor | TrueAdvisor