DP
DP

David Paciorek

28 Years of Experience
Ft, Myers, FL
Broker

David Paciorek is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ft, Myers, FL, with 28 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

9160 Forum Corporate Pkwy, Suite 350, Ft, Myers, FL, 33905

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

David is the owner of Lighthouse Wealth Strategies, a support company, and works as a financial advisor for Paul Louis Financial. He dedicates minimal time to each of these activities.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
April 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
October 2006 - May 2009 · 2 yrs 7 mos
UBS Financial Services INC.Broker
November 1999 - October 2006 · 6 yrs 11 mos
National Planning CorporationBroker
May 1999 - November 1999 · 6 mos
Advantage Capital CorporationBroker
August 1997 - May 1999 · 1 yr 9 mos
State Registrations18 states
CACODEFLGAILINMAMDMTNCNJNYOHPASCTXVA
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.