DH
DH
David Howard
23 Years of Experience
St. Augustine, FL
1 DisclosureBroker
David Howard is a registered investment advisor at Raymond James & Associates, INC., based in St. Augustine, FL, 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
St. Augustine, FL
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Regulatory History (1)
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Customer Dispute
June 2016Withdrawn
Employment History
Current Registrations
Raymond James & Associates, INC.
October 2017 - Present · 8 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2017 - Present · 8 yrs 7 mos
Raymond James & Associates, INC.
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
Investment Centers of America, INC.Broker
November 2015 - October 2017 · 1 yr 11 mos
Investment Centers of America, INC.
November 2015 - October 2017 · 1 yr 11 mos
Investment Professionals, INC.
June 2007 - November 2015 · 8 yrs 5 mos
Investment Professionals, INC.Broker
March 2007 - November 2015 · 8 yrs 8 mos
Fifth Third Securities, INC.
September 2005 - March 2007 · 1 yr 6 mos
Fifth Third Securities, INC.Broker
November 2002 - March 2007 · 4 yrs 4 mos
State Registrations15 states
AZCOFLGAILINKYMIOHPASCTNTXWAWI
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.