DS
DS

David Skilton

6 Years of Experience
The Woodlands, TX
Broker

David Skilton is a registered investment advisor at Raymond James & Associates, INC., based in The Woodlands, TX, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

1780 Hughes Landng Blvd., Suite 375, The Woodlands, TX, 77380

Get directions

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.

Learn about disclosures →
Other Business Activities

David is a managing member, along with his wife, of Skilton Household LLC, which is used to pay household contractors. This takes a few hours per week of David's time.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
August 2021 - Present · 4 yrs 9 mos
Raymond James & Associates, INC.
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Bbva Wealth Solutions INC.
December 2020 - June 2021 · 6 mos
Bbva Securities INC.Broker
November 2020 - June 2021 · 7 mos
J.P. Morgan Securities LLCBroker
September 2019 - October 2020 · 1 yr 1 mo
J.P. Morgan Securities LLC
September 2019 - October 2020 · 1 yr 1 mo
Mutual of Omaha Investor Services, INC.
June 2019 - August 2019 · 2 mos
State Registrations1 state
TX
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.
David Skilton - Financial Advisor | TrueAdvisor