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John Dollar

Advisor at Raymond James Financial

Updated today
Raymond James Financial logo

Firm

Raymond James Financial

Location

Guntersville, AL 35976

Credentials

Series 66

Industry experience

6 years

About

John Dollar is a financial advisor with Raymond James Financial in Guntersville, Alabama, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for five years and has also been involved with the Guntersville Board of Education and Jacksonville State University. Outside of his advisory role, he serves as a board member for Guntersville Ducks Unlimited, a nonprofit organization. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipalities. The firm focuses on non-discretionary financial planning and investment consulting, offering tailored recommendations supported by comprehensive research and a broad affiliate network.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

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%

Location

400 Gunter Avenue

Guntersville, AL 35976

Most active in

Alabama · Texas

Work history

Raymond James Financial Services, Inc.

2024 - Present (2 years)

Raymond James Financial Services Advisors, Inc.

2024 - Present (2 years)

Team Wealth Solutions

2024 - Present (2 years)

Edward Jones

2019 - 2024 (5 years)

Science and Engineering Services

2018 - 2019 (1 year)

Science and Engineering Services

2017 - 2017 (1 year)

Guntersville Board of Education

2015 - 2016 (1 year)

Jacksonville State University

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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