David Bilka
David Bilka is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orlando, FL, with 15 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
720 Rugby St, Suite 200, Orlando, FL, 32804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a trustee for Bilka, spending minimal time on this investment-related activity. He also owns DB Wealth Management, his business/marketing name, and works as a professor/teacher at the University of Central Florida and Lake Sumter State College, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Investors Capital Advisory
Ingram Advisory Services, LLC
Investors Capital CORP.Broker
State Registrations22 states
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