DH
DH

David Haddad

29 Years of Experience
Memphis, TN
Broker

David Haddad is a registered investment advisor at Raymond James & Associates, INC., based in Memphis, TN, with 29 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

1100 Ridgeway Loop Road, Memphis, TN, 38120

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
March 2004 - Present · 22 yrs 2 mos
Raymond James & Associates, INC.Broker
May 1996 - Present · 30 yrs
State Registrations30 states
ALARAZCACODCFLGAINLAMAMDMIMNMOMSNCNENJNVNYOHOKPASCTNTXUTVAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
David Haddad - Financial Advisor | TrueAdvisor