Donald Roy, financial advisor Merrimack NH
96 score

Donald Roy

CRD Number: 1426311
Current Firm: Raymond James Financial Services Advisors, Inc.

Donald Roy (CRD# 1426311) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Merrimack, NH and has over 32 years of experience in the finance industry. Donald Roy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Merrimack, NH Aug 2017 - Current < 1
Boston Harbor Wealth Advisors, LLC Acton, MA Aug 2017 - Current < 1
Raymond James Financial Services, Inc. Merrimack, NH Aug 2017 - Current < 1
Cochecho Country Club/n. E . Wealth Advisors Dover, NH Aug 2017 - Current < 1
N. E. Wealth Advisors Concord, MA Jul 2010 - Current 7
Adult Education Classes Acton, MA Aug 1997 - Current 20
Securities America, Inc. Merrimack, NH Mar 2003 - Aug 2017 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
Contact Info for Donald M. Roy
Phone Number: 727-567-3020
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    81,239
    MILLIONS
  • Total Number of Accounts
    280,698
    ACCOUNTS
  • Average Account Value
    $289,416
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
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, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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