Delray Beach, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$404,793,404,954
ClientsTotal clients
513,125
AdvisorsAdvisors at this office
3
Of 5,810 advisors across 937 offices
Location
Delray Beach FL
Advisors at this office
3
Advisors at this office
Kristine L
Series 63, Series 65
Delray Beach, FL
Raymond James & Associates
Kristine Lampert is a financial advisor with Raymond James & Associates holding Series 63 and Series 65 credentials and has 27 years of industry experience. She previously worked at ValMark Securities, Inc. and Fulcrum Partners. Lampert serves on the board of directors for the Delray Beach Library, a volunteer position involving oversight and management. Raymond James & Associates is a large firm serving individuals, institutions, and municipal entities with financial planning, investment consulting, and institutional fiduciary solutions. The firm offers tailored, primarily non-discretionary advice supported by extensive research, portfolio management options, and municipal advisory services.
Jeffrey D
Series 63, Series 65
Delray Beach, FL
Raymond James & Associates
Jeffrey Danzinger is a financial advisor with Raymond James & Associates in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. His career includes long tenures at Merrill and Bank of America before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Wendy C
Series 63, Series 65
Del Ray, FL
Raymond James & Associates
Wendy Coppola is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Her prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. She is also a partner in Konolds Pond LLC, a business owning an undeveloped piece of real estate. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.
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