David Bedford
David Bedford is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gulf Shores, AL, with 41 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10 Peninsula Blvd, Suite 3, Gulf Shores, AL, 36542
Get directionsHistory
Regulatory History (1)
Criminal
March 1989Other Business Activities
David is the owner and CEO of Bedford Financial Group, Inc., a support company, and spends minimal time on it. He is also a member with his wife in S S Ventures, LLC, which holds residential rental property, and spends minimal time on this as well.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Lehman Brothers INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.