David May
David May is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Carefree, AZ, with 19 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
36600 N Pima Rd, Unit 104, Carefree, AZ, 85377
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works for Kendrick Wealth Management as an advisor and DBA Support company, dedicating nearly full-time hours. He is also the President of Kiwanis Club of Scottsdale McCormick, spending minimal time. David is also an employee of Capital Wealth Partners, working about a quarter of his time as a financial advisor.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations13 states
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