David BenoitCRD Number: 2612022
Current Firm: Raymond James Financial Services Advisors, Inc.
David Benoit (CRD# 2612022) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Jacksonville, FL and has over 23 years of experience in the finance industry. David Benoit has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Raymond James Financial Services Advisors Inc.||Jacksonville, FL||Dec 2009 - Current||9|
|Insurance - Non Variable||Jacksonville, FL||Aug 2005 - Current||13|
|Whistle Stop Farms||Callahan, FL||May 2005 - Current||13|
|Raymond James Financial Services, Inc.||Jacksonville, FL||Apr 1995 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1995|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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