Deonna Stargel Colvin

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

• 05/2015 → 12/2017
  Morgan Stanley
  Louisville, KY
• 05/2015 → 12/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 12/2017 → Present
  Raymond James & Associates, Inc
  Louisville, KY

Previous Registrations

• 2015-05-01 → 2017-12-05
  Morgan Stanley
  Louisville, KY
• 2006-09-20 → 2015-05-11
  Ubs Financial Services Inc.
  Louisville, KY
  Louisville, KY
• 2001-04-06 → 2006-09-21
  Banc One Securities Corporation
  Louisville, KY
  Chicago, IL
  Louisville, KY

Other Businesses

(1) Name of Business: Kevin Colvin Woodworking, LLC Address: 5703 Blueberry Dr, Crestwood , KY, 40014, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 12/28/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Spouse of business owner. \n\n

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-03-05
• S63 Uniform Securities Agent State Law Examination
  1999-03-12

Other Names

• Deonna Lynn Stargel
• Deonna Lynn Colvin Stargel
• Deonna Lynn Stargel Colvin