David Frey
David Frey is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Monroe, WI, 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
1129 17th Ave B, Monroe, WI, 53566
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David owns DJ Real Estate, LLC, a commercial rental property, since January 2024. He spends minimal time on this activity, which is investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations11 states
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