Daniel George Decambra

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

• 08/1987 → Present
  Raymond James & Associates, Inc.
  Englewood, CO
• 09/2016 → Present
  Raymond James And Associates
  Vero Beach, FL

Other Businesses

(1)Name of Business: DECAMBRA,GF TR Address: 14433 Neptune Ave., Naples, FL, 34114, United States Activity Type: Control Person Position/Title: Trustee (Acting), Other (Acting) Investment Related: Yes Start Date: 08/27/1992 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee/Successor Trustee. Cash management and investment advice. Estate Settlement. (2)Name of Business: George DeCambra Trust Address: 14433 Neptune Ave., Naples , FL, 34114, United States Activity Type: Control Person Position/Title: Trust protector (Acting) Investment Related: Yes Start Date: 10/13/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trust Protector on George DeCambra Child's Trust FBO Kerry Raven. My father-deceased 10/13/23. Kerry Raven is my sister. (3)Name of Business: His Promised Land, LLC Address: 14433 Neptune Avenue, Naples, FL, 3114, United States Activity Type: Agriculture/Farming Position/Title: Investment Related: No Start Date: 08/30/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: Trinity Land And Sea Partners LLC Address: 14433 Neptune Ave., Naples, FL, 34114, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/1996 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I work with various real estate agents who represent the house for short term rental purposes. I also corrdinate cleaning and maintenance and file all taxes.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-02-21

Other Names

• Dan George Decambra