David Kallenberg
David Kallenberg is a registered investment advisor at Raymond James & Associates, INC., based in Los Angeles, CA, with 25 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
10250 Constellation Blvd., Suite 850, Los Angeles, CA, 90067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the proprietor, owner, and investor in KW Media Inc, an entertainment news website covering social media influencers. He provides capital and occasional business guidance, dedicating about 10-20% of his time to this venture.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Btig, LLCBroker
Girard Securities, INC.Broker
William Blair & Company L.L.C.Broker
Mcmahan Securities CO. L.P.Broker
Thomas Weisel Partners LLCBroker
Cibc World Markets CORP.Broker
State Registrations9 states
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