Verified
David Benoit is an investment advisor representative registered with Raymond James Financial Services Advisors, Inc., based in Jacksonville, Florida. David has been in the financial services industry since July 1995. David currently holds licenses in 21 states. David is also registered with the state of Florida as an Investment Advisor Representative and has been since December 2009. David has a Certified Financial Planner designation. In addition to his work at Raymond James Financial Services Advisors, Inc., David also owns and operates several other businesses including Benoit, Chepenik & Benoit PA and Whistle Stop Farms.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
12/21/2009 - Present
Raymond James Financial Services Advisors, Inc. (JACKSONVILLE FL)
BC
Issued 07/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/06/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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