David Coss
David Coss is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cornelius, NC, 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
7632 Norman Island Dr, Cornelius, NC, 28031
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
First Union Capital Markets CORP.Broker
Mony Securities CORP.Broker
W. S. Griffith & CO., INC.Broker
State Registrations12 states
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