Don
Opperman

Advisory Services Network

CRD#840743
Investment Advisor
in Oldsmar, FL

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About this Advisor

Don Opperman is a financial advisor based in Oldsmar, Florida, working with Advisory Services Network. Don has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, and Advisory Services Network, LLC. Don has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Don is part of Advisory Services Network, which operates out of Oldsmar, Florida. The firm has 84 offices and 215 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Advisory Services Network includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Oldsmar, FL

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Advisory Services Network Brokerage Details

Total Assets Under Management

$6,818,718,908

FL Average: $3,570,121,308
Total Number of Employees

215

FL Average: 58
Total Number of Accounts

24,286

FL Average: 1,608
Average Account Size

$280,767

FL Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Don Opperman Work History

2023 - Present (1 year)

Advisory Services Network, LLC

2009 - 2023 (14 years)

Raymond James Financial Services Advisors, Inc

1996 - 2023 (27 years)

Raymond James Financial Services, Inc

Disclosures

Please visit the SEC profile of Don Opperman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advisory Services Network

Edmund Hilston
Merrimack, NH
Richard Austin
Merrimack, NH
Brady Yohn
Souderton, PA
Justin Dorton
Camden, SC
Penny Mccall
Atlanta, GA
Michael Miller
Mequon, WI
Dudley Whitlock
Landrum, SC
Kaleb Bridgemohan
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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