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David Folds

20 Years of Experience
Columbus, GA
Broker

David Folds is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbus, GA, 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 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

111 12th St, Suite 100, Columbus, GA, 31901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

David owns and operates a seasonal fireworks retail store, Crazy Daves LLC, and is the President/Owner of DFFP INC and Managing Partner of DFWG LLC, both support companies. He also owns Donohoe Folds Wealth Group, a DBA name/support company for his financial services business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2020 - Present · 5 yrs 7 mos
Raymond James Financial Services, INC.Broker
December 2020 - Present · 5 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2012 - December 2020 · 8 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
February 2006 - December 2020 · 14 yrs 10 mos
State Registrations8 states
ALFLGAKYNCNVSCTN
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.