Stephen Doucette (CRD# 4517245) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plainville, MA and has over 21 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Plainville, MA | Oct 2022 - Current | 1 |
| Raymond James Financial Services Advisors, Inc. | Plainville, MA | Oct 2022 - Current | 1 |
| Doucette Capital | Plainville, MA | Oct 2022 - Current | 1 |
| Edward Jones | St Louis, MO | Mar 2002 - Oct 2022 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
- MA
- TX
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Total Assets Under Management275,430MILLIONS
-
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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