Daniel Carlile
Daniel Carlile is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Williamsburg, VA, with 21 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
5235 Monticello Avenue, Williamsburg, VA, 23188
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is the Treasurer for Hospice House & Support Care of Williamsburg, dedicating minimal time to board duties, fundraising, and financial oversight. He also has roles with Towne Wealth Management and TowneBank, spending minimal time on each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Suntrust Capital Markets, INC.Broker
State Registrations30 states
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