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David Kushner
17 Years of Experience
Newtown, PA
1 DisclosureBroker
David Kushner is a registered investment advisor at Raymond James & Associates, INC., based in Newtown, PA, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
5 Caufield Place, Suite 201, Newtown, PA, 18940
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2013Settled
Other Business Activities
David is a partner and investor in Farmer's Keep restaurant since 2015. He dedicates a few hours per week to this investment-related activity, but is not involved in day-to-day operations.
Employment History
Current Registrations
Raymond James & Associates, INC.
April 2014 - Present · 12 yrs 1 mo
Raymond James & Associates, INC.
November 2012 - Present · 13 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
Raymond James & Associates, INC.
November 2012 - December 2013 · 1 yr 1 mo
Morgan Stanley
June 2009 - December 2012 · 3 yrs 6 mos
Morgan StanleyBroker
June 2009 - December 2012 · 3 yrs 6 mos
Citigroup Global Markets INC.
September 2008 - June 2009 · 9 mos
Citigroup Global Markets INC.Broker
September 2008 - June 2009 · 9 mos
State Registrations25 states
AZCACOCTDCDEFLGAKSKYMAMDMENCNJNVNYOHPARISCTNTXVAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.