Richard Doel (CRD# 2256984) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Oswego, OR and has over 31 years of experience in the finance industry.
CRD# 6758430
Middleton & Company
CRD# 2959986
Rain Capital Management
CRD# 6375005
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ffp Insurance Services | Lake Oswego, OR | Oct 2014 - Current | 9 |
| Raymond James Financial Services | Lake Oswego, OR | May 2014 - Current | 10 |
| Kruse Woods Financial Partners | Lake Oswego, OR | May 2014 - Current | 10 |
| Raymond James Financial Services Advisors Inc. | Lake Oswego, OR | May 2014 - Current | 10 |
| Project Discovery, LLC | Lake Oswego, OR | May 2014 - Current | 10 |
| Richard Doel, Pc | Redmond, OR | Apr 2014 - Current | 10 |
| Self-rockband | Tigard, OR | Jun 1993 - Mar 2020 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1992 |
- AZ
- OR
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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