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David Fogleman
41 Years of Experience
Birmingham, MI
1 DisclosureBroker
David Fogleman is a registered investment advisor at Raymond James & Associates, INC., based in Birmingham, MI, 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 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
325 N. Old Woodward Ave., Suite 320, Birmingham, MI, 48009
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2008Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2010 - Present · 15 yrs 10 mos
Raymond James & Associates, INC.
January 2002 - Present · 24 yrs 6 mos
Raymond James & Associates, INC.Broker
January 2002 - Present · 24 yrs 6 mos
Previous Registrations
Raymond James & Associates, INC.
April 2006 - December 2008 · 2 yrs 8 mos
Fahnestock & CO. INC.Broker
January 1999 - January 2002 · 3 yrs
First of Michigan CorporationBroker
October 1989 - January 1999 · 9 yrs 3 mos
Shearson Lehman Hutton INC.Broker
February 1988 - November 1989 · 1 yr 9 mos
E. F. Hutton & Company INCBroker
February 1986 - February 1988 · 2 yrs
Pruco Securities CorporationBroker
February 1985 - January 1986 · 11 mos
State Registrations18 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.