DS
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David Sager
24 Years of Experience
Rogers, AR
1 DisclosureBroker
David Sager is a registered investment advisor at Raymond James & Associates, INC., based in Rogers, AR, 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 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
3300 Market Street, Suite 120, Rogers, AR, 72758
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2020Settled
Other Business Activities
David works as a technical engineer for Fellowship Bible Church of NWA, focusing on sound, lights, and graphics. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
October 2024 - Present · 1 yr 11 mos
Raymond James & Associates, INC.
October 2024 - Present · 1 yr 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - October 2024 · 16 yrs 9 mos
Wells Fargo Advisors
January 2008 - October 2024 · 16 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
November 2006 - January 2008 · 1 yr 2 mos
A. G. Edwards & Sons, INC.
November 2006 - January 2008 · 1 yr 2 mos
Arvest Asset Management
January 2006 - November 2006 · 10 mos
Arvest Asset ManagementBroker
January 2006 - November 2006 · 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 2005 - January 2006 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2005 - January 2006 · 11 mos
Farmers Financial Solutions, LLCBroker
July 2001 - January 2005 · 3 yrs 6 mos
State Registrations41 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.