DC
DC

David Current

3 Years of Experience
Frankfortt, KY
Broker

David Current is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Frankfortt, KY, with 3 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

142 Consumer Ln, Frankfortt, KY, 40601

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2023 - Present · 3 yrs 1 mo
Raymond James Financial Services, INC.Broker
March 2022 - Present · 4 yrs 2 mos
State Registrations3 states
GAIDKY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.