David Ahlquist
David Ahlquist is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, 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
5847 San Felipe Street, Ste 3900, Houston, TX, 77057
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a partner in Kutnite Real Estate, an unfunded LLC for potential future real estate purchases, requiring minimal time. He is also the treasurer for the Rotary Club of Houston, dedicating a few hours per week to financial reporting, governance, and fundraising.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Tiaa-Cref Advice and Planning Services
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations30 states
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