KD
KD
Kevin David
29 Years of Experience
St Louis, MO
1 DisclosureBroker
Kevin David is a registered investment advisor at Raymond James & Associates, INC., based in St Louis, MO, 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
9900 Clayton Road, St Louis, MO, 63124
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Regulatory History (1)
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Customer Dispute
April 2008Settled
Other Business Activities
Kevin serves as a co-trustee for his parents, a role related to investments. This requires minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
December 2015 - Present · 10 yrs 9 mos
Raymond James & Associates, INC.
April 2015 - Present · 11 yrs 5 mos
Raymond James & Associates, INC.Broker
April 2015 - Present · 11 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - April 2015 · 7 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
May 1997 - January 2008 · 10 yrs 8 mos
Boatmen's Investment Services, INC.Broker
March 1997 - May 1997 · 2 mos
State Registrations33 states
AKALARAZCACOCTFLGAIAIDILKSKYMDMIMNMOMSNCNJNMNYOHORPARITNTXUTVAWAWI
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.