Advisor at Paracca Financial Group
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Firm
Paracca Financial Group
Location
Osprey, FL 34229
Credentials
Series 66
Industry experience
2 years
Donald Paracca is a financial advisor at Paracca Financial Group with two years of industry experience. He holds the Series 66 designation and has worked at several firms including Edward Jones and Compass Financial Management LLC. Outside of his advisory role, he assists with tax preparation during the tax season at PFG Tax in Osprey, FL. Paracca Financial Group is an investment manager firm based in Osprey, Florida, with a small team of three advisors.
$0.00 - $1,999,999.99: 1.50% $2,000,000 - $2,999,999.99: 1.25% $3,000,000 - $3,999,999.99: 1.00% $4,000,000+: Negotiated*
Fee-only: Fee-only financial planning and portfolio management, no commissions for advisory services.
428 S. Tamiami Trail
Osprey, FL 34229
Arizona · Florida
Paracca Financial Group
2026 - Present (1 year)
DMK Advisor Group, Inc
2025 - Present (1 year)
Compass Financial Management LLC
2024 - Present (2 years)
Edward Jones
2023 - 2024 (1 year)
Paracca Enterprises LLC
2022 - 2023 (1 year)
Paracca Flooring
2020 - 2022 (2 years)
Student
2012 - 2020 (8 years)
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Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Sarasota, FL
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Series 66
Sarasota, FL
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Series 65
Sarasota, FL
DB Asset Management,LLC.
Series 63, Series 65
Sarasota, FL
Charitable Foundation Services LLC
Series 65
Sarasota, FL
Blue River South, LLC
CFP®, Series 63, Series 65
Sarasota, FL
Olson Wealth Management, Inc.
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