David Katz
David Katz is a registered investment advisor at Raymond James & Associates, INC., based in Hallandale Beach, FL, with 31 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
1010 S Federal Highway, Suite 2002, Hallandale Beach, FL, 33009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is an author and editor since 2017. He dedicates a few hours per week to this investment-related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Gitterman & Associates Wealth Management, LLC
Triad Advisors, INC.Broker
Triad Advisors, INC.
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Financial Network Investment CorporationBroker
Lifemark Securities CORP.Broker
Lifemark Securities CORP.Broker
Hornor, Townsend & Kent, INC.Broker
Pml Securities CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations15 states
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