Donna SimmonsCRD Number: 1416939
Current Firm: Raymond James & Associates, Inc.
Donna Simmons (CRD# 1416939) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 18 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Morgan Keegan & Company, Inc.||St Petersburg, FL||Oct 2012 - Current||5|
|Raymond James & Associates, Inc.||St Petersburg, FL||Dec 2008 - Current||8|
|Wachovia Securities, LLC||Clearwater, FL||Apr 2005 - Dec 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1999|
|S65||NASAA Investment Advisors Law Examination||Mar 2005|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)