Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bennett is a financial advisor with Raymond James Financial Services Advisors, Inc. David is based in Lawrence, Kansas. David has been in the financial industry since 2023. David is licensed to provide investment advice in Colorado, Kansas, Missouri, and New Mexico. David holds Series 66, Series 7, and SIE licenses. David has expertise in helping a variety of clients including individuals, corporations, pension and profit-sharing plans, and high net worth individuals. David's areas of specialization include financial planning, portfolio management, and pension consulting. In addition to David's work as a financial advisor, David is also involved in a number of other business ventures, including real estate, agriculture, and farming. David's commitment to his clients and his community is evident in his involvement in a variety of organizations.
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
KS
05/30/2024 - Present
Raymond James Financial Services Advisors, Inc. (Lawrence KS)
BOTH
Issued 05/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure David Bennett is the right advisor for you? Invested Better is here to help.
