David Hollier
David Hollier is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Lafayette, LA, 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
1220 Camellia Blvd, Lafayette, LA, 70508
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2008Other Business Activities
David is a part owner of 1220 Cameliia Bklvd. Property, LLC and MKLF, LLC, both real estate ventures, and a partner in LA Caribe LLC which owns a condo for personal use. He also serves on the Investment Committee for the Community Foundation of Acadiana, dedicating minimal time to each activity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Marquis Investments, L.L.C.Broker
State Registrations15 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.