David Trendler
David Trendler is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Florence, KY, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7310 Turfway Road, Suite 550, Florence, KY, 41042
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
David is an officer (Treasurer) and board member for the Over-the-Rhine Museum, handling payables/receivables, bookkeeping, tax filings, and financial reporting. He dedicates minimal time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
State Registrations15 states
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