David Wills
David Wills is a registered investment advisor at Raymond James & Associates, INC., based in Nashville, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1033 Demonbreun Street, Suite 500, Nashville, TN, 37203
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2002Other Business Activities
David is a director for TCMC Foundation, a non-profit organization, dedicating minimal time. He also serves as a board member for Viridian Condominium HOA, spending minimal time overseeing operations.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Stephens INC.
Stephens INC.Broker
UBS Painewebber INC.Broker
J.C. Bradford & CO.Broker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.