DC
DC
David Cancienne
33 Years of Experience
New Orleans, LA
1 DisclosureBroker
David Cancienne is a registered investment advisor at Raymond James & Associates, INC., based in New Orleans, LA, with 33 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
909 Poydras Street; Suite 1300, First Bank & Trust Tower, New Orleans, LA, 70112
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2008Denied
Other Business Activities
David is a board member/officer/director for Coast Energy Lake Pontchartrain, an oil & gas investment company. He dedicates minimal time to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
April 2025 - Present · 1 yr 1 mo
Raymond James & Associates, INC.
April 2025 - Present · 1 yr 1 mo
Previous Registrations
UBS Financial Services INC.Broker
October 2008 - April 2025 · 16 yrs 6 mos
UBS Financial Services INC.
October 2008 - April 2025 · 16 yrs 6 mos
Wachovia Securities, LLC
February 2005 - October 2008 · 3 yrs 8 mos
Wachovia Securities, LLCBroker
July 2003 - October 2008 · 5 yrs 3 mos
Prudential Securities IncorporatedBroker
October 2000 - July 2003 · 2 yrs 9 mos
Salomon Smith Barney INC.Broker
July 1996 - October 2000 · 4 yrs 3 mos
Painewebber IncorporatedBroker
June 1992 - July 1996 · 4 yrs 1 mo
State Registrations21 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.