Donald Raimey, financial advisor Fort Myers FL
96 score

Donald Raimey

CRD Number: 1222327
Current Firm: Kestra Advisory Services, LLC

Donald Raimey (CRD# 1222327) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Fort Myers, FL and has over 18 years of experience in the finance industry.

Similar Advisors
Kerri Goldsmith, financial advisor Fort Myers FL
Kerri A. Goldsmith
CRD# 5768742
Hbks Wealth Advisors
Score
103
Similar Advisors
Kathleen Campbell, financial advisor Fort Myers FL
Kathleen N. Campbell
CRD# 5277659
Campbell Financial Partners, LLC
Score
100
Similar Advisors
Kodie Fridley, financial advisor Fort Myers FL
Kodie S. Fridley
CRD# 6336284
Independent Financial Partners
Score
100
Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Fort Myers, FL May 1997 - Current 21
Raimey Corporation/leading Edge Fin'l Gr Fort Myers, FL Jan 1983 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
Contact Info for Donald C. Raimey
Phone Number: 7374437101
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    16,009
    MILLIONS
  • Total Number of Accounts
    63,471
    ACCOUNTS
  • Average Account Value
    $252,225
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Donald Raimey and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.