Ian Donnelly

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2021 → Present
  Raymond James Financial Services
  Liberty Hill, TX
• 12/2017 → 03/2021
  Mr. Jim'S Pizza
  Forney, TX
• 09/2019 → 11/2019
  Saltgrass Steak House
  Conroe, TX
• 04/2016 → 11/2016
  Academy Sports & Outdoors
  Tyler, TX
• 08/2015 → 12/2016
  University Of Texas At Tyler
  Tyler, TX
• 01/2017 → 08/2020
  Sam Houston University
  Huntsville, TX
• 12/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Liberty Hill, TX

Other Businesses

(1)Name of Business: Oak Crest Financial Address: 1905 Loop 332, Liberty Hill, TX, 78642, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a junior advisor for the branch. I assist in client relations, financial plans, and answering client questions. (2)Name of Business: Oakcrest Advisors Address: 1905 Loop 332, Liberty Hill, TX, 78642, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a junior advisor for the branch. I assist in client relations, financial plans, and answering client questions.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-01