Deborah BaldiniCRD Number: 862603
Current Firm: Raymond James Financial Services Advisors, Inc.
Deborah Baldini (CRD# 862603) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Phoenix, AZ and has over 41 years of experience in the finance industry.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Nawbo Phoenix||Scottsdale, AZ||Jul 2018 - Current||4|
|Raymond James Financial Services,inc||Phoenix, AZ||Aug 2013 - Current||9|
|Raymond James Financial Services Advisors Inc.||Phoenix, AZ||Aug 2013 - Current||9|
|Cook Road LLC||Tempe, AZ||Oct 2017 - Oct 2018||1|
|Wesleyan LLC||Tempe, AZ||Jul 2008 - Oct 2018||10|
|Raymond James & Associates||Scottsdale, AZ||Feb 2008 - Aug 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1982|
|S65||NASAA Investment Advisors Law Examination||Apr 1993|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management245,249MILLIONS
Total Number of Accounts932,793ACCOUNTS
Average Account Value$262,919
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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