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David Letourneau

38 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBroker

David Letourneau is a registered investment advisor at Raymond James & Associates, INC., based in Palm Beach Gardens, FL, with 38 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

3399 Pga Blvd., Suite 200, Palm Beach Gardens, FL, 33410

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 1990
Award / Judgment
Other Business Activities

David appears to have multiple outside business activities, including one in Duluth, Minnesota since 2017, and another in Tequesta, Florida since 2018. He also owns a hobby painting business, dedicating a few hours per week to it.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2021 - Present · 5 yrs 4 mos
Raymond James & Associates, INC.Broker
May 2021 - Present · 5 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1990 - May 2021 · 30 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1990 - May 2021 · 30 yrs 9 mos
Blinder, Robinson & CO., INC.Broker
April 1987 - October 1990 · 3 yrs 6 mos
State Registrations20 states
AZCACOCTFLILMAMIMNNCNENJNMNYPAPRSCTXWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
David Letourneau - Financial Advisor | TrueAdvisor