David Plasse
David Plasse is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Kensington, MD, with 14 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
3535 University Blvd W, Kensington, MD, 20895
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
M&t Securities, INC.
M&t Securities, INC.Broker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
State Registrations9 states
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