David Cobb is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dothan, AL, with 1 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1676 Whatley Dr, Dothan, AL, 36303

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

David is acting as power of attorney and executor of a parental last will and testament since 2017. This activity requires minimal time and is investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2025 - Present · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
October 2024 - Present · 1 yr 7 mos
State Registrations1 state
AL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.