David Vallie
David Vallie is a registered investment advisor at Raymond James & Associates, INC., based in Grand Blanc, MI, with 39 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
8245 Holly Road, Suite 201, Grand Blanc, MI, 48439
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is an officer (Treasurer and Board Member) of Mighty Fortress Foundation, a non-profit organization, since 2021. He advises on foundation activities, dedicating a few hours per week to this role.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
First International Investment CorporationBroker
State Registrations27 states
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