Donald OsborneCRD Number: 4492747
Current Firm: Raymond James Financial Services Advisors, Inc.
Donald Osborne (CRD# 4492747) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Salisbury, NC and has over 15 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
3a Financial Group LLC
Aventus Investment Advisors, Inc.
|Raymond James Financial Services Advisors, Inc.||Salisbury, NC||Jan 2009 - Current||9|
|Raymond James Financial Services, Inc.||Salisbury, NC||Jan 2002 - Current||16|
|Alan F. Burke, Cpa, Pa||Salisbury, NC||Jan 2001 - Current||17|
|Penn Mutual Life Insurance||Salisbury, NC||Nov 2003 - Sep 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2002|
|S65||NASAA Investment Advisors Law Examination||Jul 2002|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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