David Balmer
David Balmer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bemidji, MN, 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
1600 Paul Bunyan Drive Nw, Bemidji, MN, 56601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David owns Ballhammer Industries LLC, reselling tools and equipment purchased from auction, dedicating minimal time. He also works as an associate/employee at First National Bank Bemidji, providing basic financial advice and clerical duties, taking about a quarter to half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations18 states
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