David Hosmer
David Hosmer is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Yankton, SD, 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
610 West 23rd Street, Suite 2, Yankton, SD, 57078
Get directionsHistory
Regulatory History (1)
Criminal
November 1988Other Business Activities
David owns a law office providing complimentary legal services to existing clients, and dedicates minimal time to it. He also works as a financial advisor for Legacy Financial Group, Inc. (taking about half of David's time or more), is a board member for United Way, and owns Yankton's Yardbirds, a podcast and book project about WW2 veterans (dedicating about a quarter of his time).
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations36 states
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