David Littlefield
David Littlefield is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Beverly, MA, with 5 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
715 Hale Street, Beverly, MA, 01915
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is employed as a wealth advisor by Littlefield & Assoc. He also represents Littlefield Wealth Management and Littlefield Wealth Services, dedicating a few hours per week to each, but receives no compensation from these companies.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations25 states
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