David Ogman
David Ogman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Boca Raton, FL, with 24 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
Firm Size
IM Fee
Assets Under Management
Location
2600 N Military Trl, Ste 215, Boca Raton, FL, 33431-6796
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David provides financial guidance to clients through Fortuna Wealth, a support company, and is the officer/CEO of NAMGO Capital LLC, an entity for business expenses. He is also the founder and director of the Jordan Avi Ogman Foundation, a non-profit organization.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citi Private Alternatives, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Fnb Brokerage Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Raymond James & Associates, INC.Broker
Ifg Network Securities, INC.Broker
State Registrations15 states
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