David Benoit
David Benoit is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jacksonville, FL, with 30 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
3030 Hartley Road, Suite 190, Jacksonville, FL, 32257
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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 ActivitiesSells Insurance
David is an agent for Benoit, Chepenik & Benoit Pa selling non-variable insurance, and an officer (President, CEO, Secretary/Treasurer) of a support company with the same name. He also owns and operates Whistle Stop Farms, dedicating about half his time to this agricultural venture.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Benoit, Chepenik & Benoit PA
State Registrations20 states
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