Helen Von Dolteren-Fournier

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

• 08/2019 → 03/2020
  Ameriprise Financial
  Winter Park, FL
• 03/2020 → Present
  Raymond James Financial Services, Inc.
  Winter Park, FL
• 03/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Winter Park, FL
• 09/2005 → Present
  Aegis Law Firm
  Winter Park, FL
• 07/2015 → 08/2019
  Raymond James Financial Services, Inc.
  Winter Park, FL
• 07/2015 → 08/2019
  Raymond James Financial Services Advisors Inc.
  Winter Park, FL

Previous Registrations

• 2019-08-23 → 2020-03-18
  Ameriprise Financial Services, Llc
  Winter Park, FL
• 2015-07-29 → 2019-08-26
  Raymond James Financial Services Advisors, Inc
  Winter Park, FL
  Winter Park, FL
  Winter Park, FL
• 2013-11-18 → 2015-07-14
  Ssn Advisory, Inc.
  Winter Park, FL
• 1999-03-09 → 2014-04-28
  Aegis Financial Advisors Inc
  Winter Park, FL

Other Businesses

(1)Name of Business: AEGIS Advisors LLC Address: 1936 Howell Branch Rd, Winter Park, FL, 32792-1004, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 07/20/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: CFP Professional / Financial Adviser (2)Name of Business: AEGIS Law Firm Address: 1936 Howell Branch Rd, Winter Park, FL, 32792, United States Activity Type: Attorney Position/Title: Other Investment Related: No Start Date: 03/17/2020 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Attorney and 100% Owner

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-08
• S63 Uniform Securities Agent State Law Examination
  1994-11-23

Designations

• Certified Financial Planner

Other Names

• Helen Von Dolteren Fournier
• Helen Von Dolteren
• Helen Vondolteren
• Helen Vondolteren - Fournier
• Helen Von Dolteren - Fournier
• Helen Vdf
• Helen Von Dolteren-Fournier