David Claibourne
David Claibourne is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Worthington, OH, 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
250 E Wilson Bridge Road, Suite 230, Worthington, OH, 43085
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a Senior Vice President, Investment Sales Manager at Peoples Bank and Peoples Investment Services since 2019. He dedicates about half of his time to each of these roles, acting as a sales manager for financial advisors.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
B Riley Wealth Management
B. Riley Wealth ManagementBroker
Red Capital Markets, INC.Broker
Natcity Investments, INC.Broker
Edward JonesBroker
State Registrations3 states
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.