David Deraney
David Deraney is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jackson, GA, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
261 Brookwood Ave Ste C, Jackson, GA, 30233
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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 acts as Power of Attorney and Personal Representative for his mother, who is in assisted living. This activity, which is investment-related, takes about 10-20% of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Morgan Stanley
Morgan Stanley Dw INC.Broker
Raymond James & Associates, INC.Broker
Atlanta Securities & Investments, INC.Broker
State Registrations9 states
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