Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hall Gray is a financial advisor with over 40 years of experience in the industry. David currently works at Raymond James & Associates, Inc. David has held previous positions at MORGAN KEEGAN & COMPANY, INC., CITIGROUP GLOBAL MARKETS INC., THE ROBINSON-HUMPHREY COMPANY, LLC, LEHMAN BROTHERS INC., DEAN WITTER REYNOLDS INC., PENDERGRAST, BARRETT & CO., PAINE, WEBBER, JACKSON & CURTIS INC., PAINE, WEBBER, JACKSON & CURTIS INCORPORATED, and WHITE, WELD & CO. INCORPORATED. David is registered with the state of Georgia and South Carolina. David specializes in providing a wide range of financial services, including portfolio management, financial planning, and investment consulting. David is committed to helping clients reach their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
GA
04/02/2012 - Present
Raymond James & Associates, Inc. (ATLANTA GA)
GA
02/22/2008 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
01/30/2001 - 03/03/2008
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
01/22/1991 - 08/03/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NY
04/05/1989 - 01/25/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/29/1982 - 07/18/1990
DEAN WITTER REYNOLDS INC.
NA
02/07/1980 - 10/25/1982
PENDERGRAST, BARRETT & CO.
NA
01/31/1980 - 03/15/1980
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
07/12/1978 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
02/01/1978 - 09/12/1978
WHITE, WELD & CO. INCORPORATED
BC
Issued 06/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 01/21/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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