Ian Donnelly
Ian Donnelly is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Liberty Hill, TX, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1905 Loope 332, Liberty Hill, TX, 78642
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ian works as a junior advisor for Oak Crest Financial and Oakcrest Advisors, assisting with client relations, financial plans, and answering client questions. These roles each take about half of Ian's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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