Don Craig Opperman

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/1996 → 03/2023
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
• 01/2009 → 03/2023
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL
• 04/2023 → Present
  Advisory Services Network, Llc
  Atlanta, GA

Previous Registrations

• 2009-08-12 → 2023-04-07
  Raymond James Financial Services Advisors, Inc
  Clearwater, FL
  Clearwater, FL
  Clearwater, FL
  Clearwater, FL
  St. Petersburg, FL
  St. Petersburg, FL
• 1996-05-24 → 2009-10-10
  Raymond James Financial Services, Inc.
  Clearwater, FL
  Winter Park, FL
  St. Petersburg, FL
  St. Petersburg, FL

Other Businesses

1) INDEPENDENT INSURANCE AGENT: LICENSED INSURANCE AGENT PROVIDING INSURANCE SERVICES UNDER THE COMPANY INTEGRAL CAPTIAL MANAGEMENT. TIME SPENT IS 2 HRS PER MONTH ALL DURING TRADING HOURS. INVESTMENT RELATED ACTIVITY. 2) INTEGRAL CAPITAL MANAGEMENT, INC.: OWNER OF SUPPORT COMPANY FOR FINANCIAL SERVICES PRACTICE SINCE 05/1996; HOURS PER MONTH DEVOTED TO THIS BUSINESS: 0, DURING TRADING HOURS: 0. NOT INVESTMENT RELATED. 3) FINRA ARBITRATOR: ARBITRATOR WITH FINRA FOR INDUSTRY DISPUTES SINCE JULY 2024; WILL ATTEND HEARINGS AND MAKE DECISIONS ON CASES THAT HAVE BEEN FILED. TIME SPENT ESTIMATE 4 HOURS/MONTH, ALL DURING TRADING HOURS. INVESTMENT RELATED ACTIVITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-09-21
• S63 Uniform Securities Agent State Law Examination
  1986-02-26