David Albaneze, financial advisor Jacksonville FL

David Albaneze

CRD Number: 708697
Current Firm: Bdo Wealth Advisors, LLC

David Albaneze (CRD# 708697) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has over 40 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Bdo Wealth Advisors, LLC Jacksonville, FL Apr 2017 - Current 4
Lba Wealth Management, LLC Jacksonville, FL Oct 2008 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1980
S65 NASAA Investment Advisors Law Examination Feb 1995
Contact Info for David T. Albaneze
Phone Number: 904.396.4015
Firm Website: http://www.bdo.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,509
    MILLIONS
  • Total Number of Accounts
    2,886
    ACCOUNTS
  • Average Account Value
    $522,755
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
  • Other
Types of Clients
Registered States

CA, CO, FL, GA, IL, MA, MD, MO, NC, NH, NJ, NY, PA, TX, UT, VA

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