David Iannetto
David Iannetto is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Overland Park, KS, 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
9101 W 110th St, Ste 100, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2009Other Business Activities
David is involved with Synergy Wealth Solutions as an advisor, a support company DBA, and spends minimal time on it. He also plays, writes, and composes music for Sirens in the Suburbs, a band, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
First Investors Advisory Services, LLC
First Investors CorporationBroker
State Registrations19 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.