David Brown
David Brown is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vancouver, WA, with 10 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
1498 SE Tech Center Place, Suite 145, Vancouver, WA, 98683
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the owner of DBDS WM, LLC and Vista NW WM, LLC, both support companies related to his Raymond James affiliation. He also owns Elements NW Photography, a sole proprietorship focused on action sports and portraits; he spends minimal time on DBDS WM, LLC and the photography business, but about half his time overseeing Vista NW WM, LLC.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations18 states
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