DD
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David Deans
23 Years of Experience
Franklin, TN
Broker
David Deans is a registered investment advisor at Raymond James & Associates, INC., based in Franklin, TN, with 23 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
Franklin, TN
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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.
Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
August 2018 - Present · 7 yrs 11 mos
Raymond James & Associates, INC.
August 2018 - Present · 7 yrs 11 mos
Raymond James & Associates, INC.Broker
August 2018 - Present · 7 yrs 11 mos
Previous Registrations
Ftb Advisors, INC.Broker
July 2016 - August 2018 · 2 yrs 1 mo
Ftb Advisors, INC.
July 2016 - August 2018 · 2 yrs 1 mo
Americafirst Securities, INC.Broker
September 2015 - May 2016 · 8 mos
Eaton Vance Management
August 2008 - January 2015 · 6 yrs 5 mos
Eaton Vance Distributors, INC.Broker
March 2002 - January 2015 · 12 yrs 10 mos
State Registrations1 state
TN
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.