David Erwin
David Erwin is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Woburn, MA, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
400 Unicorn Park Dr, Fl 1, Woburn, MA, 01801
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Regulatory History (1)
Customer Dispute
December 2009Other Business ActivitiesSells Insurance
David sells fixed insurance under the DBA name Touchpoint Financial Advisor Group. He also owns 801 Twin Rivers, LLC, an entity created for managing residential real estate, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations19 states
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