David NeffCRD Number: 3146399
Current Firm: Raymond James Financial Services Advisors, Inc.
David Neff (CRD# 3146399) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Grove City, OH and has over 18 years of experience in the finance industry.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Rental Real Estate||Grove City, OH||Jan 2010 - Current||7|
|Raymond James Financial Services Advisors, Inc.||Grove City, OH||Jan 2009 - Current||8|
|Raymond James Financial Services, Inc.||Grove City, OH||Apr 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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