David Colin is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Paramus, NJ, with 17 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
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IM Fee
Assets Under Management
Fee Structure
Location
61 South Paramus Road, Suite 360, Paramus, NJ, 07652
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David owns rental real estate (Disney Vacation Club Timeshare Points) and is a partner (25% shareholder) in Colin Brothers LLC. He also serves on the Emerson Shade Tree Commission, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
UBS Financial Services INC.Broker
State Registrations33 states
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