DB
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David Beaver
27 Years of Experience
Maite
1 DisclosureBroker
David Beaver is a registered investment advisor at Raymond James & Associates, INC., based in Maite, with 27 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
450 Route 8, Suite 300, Maite, 96910
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2020Denied
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2023 - Present · 2 yrs 8 mos
Raymond James & Associates, INC.
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2002 - September 2023 · 21 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1998 - September 2023 · 24 yrs 9 mos
State Registrations29 states
AKALAZCACODCFLHIIDILINKSMAMDMEMNNCNVNYOHOKORPASCTXUTVAWAWV
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.