DG
DG
David Gillaspy
26 Years of Experience
St. Petersburg, FL
2 DisclosuresBroker
David Gillaspy is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 26 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
880 Carillon Parkway, St. Petersburg, FL, 33716
Get directionsHistory
Regulatory History (2)
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Customer Dispute
December 2007Settled
Customer Dispute
March 2002Denied
Other Business Activities
David owns rental real estate property and is a licensed real estate agent. These activities require minimal time and the real estate agent position is non-active.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2022 - Present · 4 yrs 2 mos
Raymond James & Associates, INC.
April 2022 - Present · 4 yrs 3 mos
Raymond James & Associates, INC.
April 2022 - Present · 4 yrs 3 mos
Raymond James Financial Services, INC.
April 2022 - Present · 4 yrs 3 mos
Raymond James & Associates, INC.Broker
April 2022 - Present · 4 yrs 3 mos
Raymond James Financial Services, INC.Broker
April 2022 - Present · 4 yrs 3 mos
Previous Registrations
Madison Avenue Securities, LLC
April 2013 - March 2022 · 8 yrs 11 mos
Madison Avenue Securities, LLCBroker
April 2013 - March 2022 · 8 yrs 11 mos
Allstate Financial Services, LLCBroker
January 2012 - March 2013 · 1 yr 2 mos
Allstate Financial Advisors, LLC
January 2012 - March 2013 · 1 yr 2 mos
Cuso Financial Services, L.P.Broker
March 2009 - October 2010 · 1 yr 7 mos
Cuso Financial Services, L.P.
March 2009 - October 2010 · 1 yr 7 mos
Amerivest Investment Management, LLC
May 2006 - January 2008 · 1 yr 8 mos
TD Ameritrade, INC.
May 2006 - January 2008 · 1 yr 8 mos
TD Ameritrade, INC.Broker
March 2006 - January 2008 · 1 yr 10 mos
Wm Financial Services, INC.
February 2006 - March 2006 · 1 mo
Wm Financial Services, INC.Broker
November 2004 - March 2006 · 1 yr 4 mos
Linsco/private Ledger CORP.Broker
October 2003 - November 2004 · 1 yr 1 mo
Edward JonesBroker
June 1997 - November 2003 · 6 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.