Richard Donegan
Richard Donegan is a registered investment advisor at Raymond James & Associates, INC., based in Palm Beach Gardens, FL, with 5 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
3399 Pga Blvd., Suite 200, Palm Beach Gardens, FL, 33410
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard works as a realtor for Keller Williams of the Palm Beaches, starting in November 2020. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Primoris Wealth Advisors, LLC
State Registrations2 states
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