Dale E. Darr

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 05/2016 → 11/2016
  Wells Fargo Advisors Llc
  Saint Petersburg, FL
• 05/2016 → 08/2019
  Wells Fargo Bank Na
  Saint Petersburg, FL
• 11/2016 → 08/2019
  Wells Fargo Clearing Services, Llc
  Saint Petersburg, FL
• 11/2019 → 09/2022
  Fifth Third Bank
  St. Petersburg, FL
• 11/2019 → 09/2022
  Fifth Third Securities
  St. Petersburg, FL
• 10/2022 → Present
  Raymond James & Associates, Inc.
  Saint Petersburg, FL

Previous Registrations

• 2019-11-19 → 2022-09-27
  Fifth Third Securities, Inc.
  Clearwater, FL
  St. Petersburg, FL
  St. Petersburg, FL
  Indian Shores, FL
  Riverview, FL
  Pinellas Park, FL
• 2016-06-08 → 2019-08-21
  Wells Fargo Clearing Services, Llc
  Saint Pete Beach, FL
  Saint Petersburg, FL
  Sarasota, FL
• 2015-06-02 → 2016-05-19
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Seminole, FL
  Oldsmar, FL
  Clearwater, FL
• 2013-07-03 → 2015-05-29
  Morgan Stanley
  Temple Terrace, FL
  Purchase, NY
  South Jordan, UT
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2013-07-02

Designations

• Certified Financial Planner

Other Names

• Dale E Darr
• Dale Edward Darr