David Estabrook
David Estabrook is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Englewood, CO, with 22 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
383 Inverness Parkway, Suite 310, Englewood, CO, 80112
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Regulatory History
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 →Other Business Activities
David is the owner of Estabrook & Assoc. Inc., a support company/DBA, since 2014. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
National Planning CorporationBroker
State Registrations38 states
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