David Cole, financial advisor Bozeman MT
93 score

David Cole

CRD Number: 5393707
Current Firm: Raymond James Financial Services Advisors, Inc.

David Cole (CRD# 5393707) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bozeman, MT and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Bozeman, MT Jan 2009 - Current 7
Hlh Partners Bozeman, MT Sep 2007 - Current 9
Raymond James Financial Services, Inc. Bozeman, MT Jul 2007 - Current 9
David G. Cole Bozeman, MT Mar 2011 - Dec 2011 < 1
Bill Cole Ceritfied Seed Potatoes Mahattan, MT Jun 1998 - Jun 2007 9
John Miller Construction Manhattan, MT Feb 2007 - May 2007 < 1
Montana State University Athletics Bozeman, MT Aug 2005 - Apr 2007 1
Yellowstone Harley Davidson Belgrade, MT Apr 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for David G. Cole
Phone Number: 727-567-5877
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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