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David Kuzner

20 Years of Experience
Fenton, MI
Broker

David Kuzner is a registered investment advisor at Raymond James & Associates, INC., based in Fenton, MI, with 20 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

102 W. Silver Lake Road, Suite 200, Fenton, MI, 48430

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History

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
November 2010 - Present · 15 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2010 - Present · 15 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
October 2010 - December 2010 · 2 mos
UBS Financial Services INC.
August 2006 - December 2007 · 1 yr 4 mos
UBS Financial Services INC.Broker
September 2005 - December 2010 · 5 yrs 3 mos
State Registrations25 states
AKAZCACODCFLGAILINMDMIMONCNVNYOHPASCSDTNTXUTVAWAWY
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.