Advisor at Raymond James Financial
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Firm
Raymond James Financial
Location
Cleveland, MS 38732
Credentials
Series 63, Series 65
Industry experience
13 years
Dena Weeks is a financial advisor with Raymond James Financial Services Advisors, Inc. in Cleveland, MS, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Raymond James since 2015 and is also an associate at Barfield Salley and Associates, PLLC, where she is involved in tax return preparation. Additionally, she owns Golden Harvest Financial Services, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various advisory programs and institutional consulting, with a notable emphasis on non-discretionary advisory services.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
698 South Street, Suite 1318
Cleveland, MS 38732
Mississippi
Raymond James Financial Services Advisors INC.
2015 - Present (11 years)
Raymond James Financial Services, inc.
2015 - Present (11 years)
Barfield Salley and Associates, PLLC
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63
Cleveland, MS
Gainspoletti Wealth Planners
CFP®, Series 63, Series 66
Cleveland, MS
Gainspoletti Wealth Planners
CFP®, Series 63, Series 66
Cleveland, MS
Gainspoletti Wealth Planners
Series 66
Cleveland, MS
LPL Financial
Series 63, Series 65
Cleveland, MS
LPL Financial
CFP®
Cleveland, MS
LPL Financial
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