Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Webb is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. David's career in the financial industry began on September 4, 1980. David is registered in 16 states. David has passed several industry exams including the Series 65, Series 63, Series 51, Series 24, Series 7, Series 1, and the SIE exam. David's specializations include working with individuals, corporations, pension and profit-sharing plans, investment companies, insurance companies, charitable organizations, and state or municipal government entities. David's firm, Raymond James Financial Services Advisors, Inc., has approximately 1,030,208 client accounts with assets under management of approximately $344,868,106,925. David has a history of working with other firms including IDS LIFE INSURANCE COMPANY, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS FINANCIAL SERVICES INC. David is committed to providing personalized financial advice to help individuals and families achieve 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.
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
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (CIRCLEVILLE OH)
NA
09/05/1980 - 06/09/1987
IDS LIFE INSURANCE COMPANY
NA
09/05/1980 - 05/29/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
09/05/1980 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 12/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/02/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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