David Cole
David Cole is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bozeman, MT, with 18 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
777 East Main Street, Suite 202, Bozeman, MT, 59715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the CEO of Palisade Financial PLLC, taking about half of his time. He also owns Palisade Properties LLC (rental real estate) and Pintler Place LLC (vacation rental), and is a board member for Respire Haiti and RWH Condominium Owners' Association.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
State Registrations42 states
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