David Chaffe is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Mobile, AL, with 13 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
21 West 1-65 Service Road North, Mobile, AL, 36608
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David has a 5% ownership in Coastal Workplace Benefits, LLC since 2013 and is a non-managing member since 2014. He dedicates minimal time to this business, occasionally assisting with bookkeeping.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Investment Advisors
Proequities, INC.Broker
State Registrations19 states
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