David Riffel
David Riffel is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Longmont, CO, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
916 South Main Street, Suite 100, Longmont, CO, 80501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is an associate/employee at Bank of Colorado and Bank of Colorado Investment Services, working as a financial advisor, taking about half of his time. He also serves as the Treasurer for The Children's Foundation International, dedicating minimal time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations21 states
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