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Douglas Mayo

4 Years of Experience
Bloomington, IN
BrokerSells Insurance

Douglas Mayo is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bloomington, IN, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

824 S. Auto Mall Road, Bloomington, IN, 47401

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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 ActivitiesSells Insurance

Douglas is the treasurer and finance/investment committee member for the Bloomington Health Foundation and the North Central Church of Christ, dedicating a few hours per week to each. He also works as a financial advisor for Rillo & Associates, Inc., taking about half of Douglas's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2022 - Present · 4 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2022 - Present · 4 yrs 3 mos
State Registrations17 states
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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.
Douglas Mayo - Financial Advisor | TrueAdvisor