David Geske
David Geske is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1650 Murfreesboro Rd, Ste 212, Franklin, TN, 37067
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Regulatory History (1)
Customer Dispute
May 2007Other Business ActivitiesSells Insurance
David is the CEO, President, and Secretary of Arrington Financial Group, Inc (TN) and DT Geske Financial Group, Inc (CA), which are S-Corps for his businesses, dedicating about 10-20% of his time to each. He also works as an agent connecting with a general agency to complete term, fixed, and IUL insurance business, spending a few hours per week, and dedicates minimal time as an owner of Redwood Investments, where he works as a financial advisor.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations21 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.