Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Claibourne is a financial advisor with Raymond James Financial Services Advisors, Inc. David has been in the financial services industry for over 20 years, with experience at B. Riley Wealth Management, NatCity Investments, Inc., Red Capital Markets, Inc., and Edward Jones. David is registered to offer investment advice in Kentucky, Ohio, and West Virginia.
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
OH
06/11/2019 - Present
Raymond James Financial Services Advisors, Inc. (WORTHINGTON OH)
TN
06/09/2008 - 05/20/2019
B. RILEY WEALTH MANAGEMENT (MEMPHIS TN)
OH
11/01/2002 - 06/06/2008
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
08/27/2004 - 11/11/2004
RED CAPITAL MARKETS, INC. (COLUMBUS OH)
MO
09/25/2001 - 09/13/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Claibourne is the right advisor for you? Invested Better is here to help.
