Donald Osborne, financial advisor Salisbury NC
93 score

Donald Osborne

CRD 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 14 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Salisbury, NC Jan 2009 - Current 7
Raymond James Financial Services, Inc. Salisbury, NC Jan 2002 - Current 14
Alan F. Burke, Cpa, Pa Salisbury, NC Jan 2001 - Current 15
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
Contact Info for Donald L. Osborne
Phone Number: 727-567-5877
Registered State(s):
  • NC
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
93
Clean Record
This advisor has a clean track record with regulators.

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