DL
DL

David Lankford

46 Years of Experience
Brentwood, TN
2 DisclosuresBroker

David Lankford is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Brentwood, TN, with 46 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
Loading...

Location

100 Winners Circle, Suite 400, Brentwood, TN, 37027

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2002
Settled
Regulatory
July 1982
Final
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2025 - Present · 1 yr 2 mos
Raymond James Financial Services Advisors, INC
May 2025 - Present · 1 yr 2 mos
Previous Registrations
Taylor Securities, INC.
April 2007 - April 2025 · 18 yrs
Taylor Securities, INC.Broker
April 2007 - April 2025 · 18 yrs
Suntrust Investment Services, INC.
September 2002 - April 2007 · 4 yrs 7 mos
Suntrust Investment Services, INC.Broker
July 2002 - April 2007 · 4 yrs 9 mos
Amsouth Investment Services, INC.Broker
February 2000 - July 2002 · 2 yrs 5 mos
Invest Financial CorporationBroker
February 1997 - February 2000 · 3 yrs
Ameristar Capital Markets, INC.Broker
June 1986 - February 1997 · 10 yrs 8 mos
Dean Witter Reynolds INC.Broker
April 1984 - January 1986 · 1 yr 9 mos
W. N. Estes & Company, INC.Broker
December 1981 - July 1982 · 7 mos
Tennessee Securities, INC.Broker
November 1978 - September 1984 · 5 yrs 10 mos
State Registrations14 states
ALARAZCAFLGAKYLANYTNTXVAVTWA
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 Lankford - Financial Advisor | TrueAdvisor