David Brown
David Brown is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bloomington, MN, with 12 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
8200 Tower, 5600 West 83rd Street - Suite 560, Bloomington, MN, 55437
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works as an associate/employee for K L Brown & Associates, managing client reporting, client services, and online workflow. This takes about a quarter to half of his time, including more than full-time hours during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
State Registrations1 state
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