David Webster
David Webster is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Maitland, FL, with 36 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
541 S. Orlando Avenue, Suite 209, Maitland, FL, 32751
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is acting as a Personal Representative/Trustee for the estate and trusts of Elodie Smith, Elodie Smith AK, and Victoria S Moor since 2019. He dedicates minimal time to these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Raymond James Financial Services
Piper Jaffray INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Fidelity Brokerage Services, INC.Broker
Fidelity Distributors CorporationBroker
E. J. Pittock & CO., IncorporatedBroker
State Registrations34 states
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