Donald Osterlund, financial advisor Reston VA
89 score

Donald Osterlund

CRD Number: 6281928
Current Firm: Raymond James Financial Services Advisors, Inc.

Donald Osterlund (CRD# 6281928) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Reston, VA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Jtb International And Global Advisor Group Reston, VA Nov 2014 - Current 2
Raymond James Financial Services Advisors Inc. Reston, VA Mar 2014 - Current 2
Raymond James Financial Services Sterling, VA Dec 2013 - Current 3
Education Beirut, Sep 2014 - Jan 2016 1
Lane County 45 School District Eugene, OR Aug 2012 - Dec 2013 1
Beaverton School District Beaverton, OR Aug 2011 - Jul 2012 < 1
Portland Public Schools Portland, OR Sep 2010 - Jun 2011 < 1
Jakarta International School Jakarta, Aug 2007 - Jun 2010 2
International School Of Beijing Beijing, Aug 2004 - Jun 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Donald C. Osterlund
Phone Number: 727-567-5877
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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