DM
DM

David Mount

25 Years of Experience
Reston, VA
Broker

David Mount is a registered investment advisor at Raymond James & Associates, INC., based in Reston, VA, 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
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

1950 Opportunity Way, Ste 950, Reston, VA, 20190

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2022 - Present · 3 yrs 8 mos
Raymond James & Associates, INC.
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
July 2007 - September 2022 · 15 yrs 2 mos
Robert W. Baird & CO. Incorporated
July 2007 - September 2022 · 15 yrs 2 mos
Ferris, Baker Watts Incorporated
December 2005 - August 2007 · 1 yr 8 mos
Ferris, Baker Watts IncorporatedBroker
August 2001 - August 2007 · 6 yrs
Legg Mason Wood Walker, IncorporatedBroker
February 2001 - July 2001 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.