David Huffman, financial advisor Ponte Vedra Beach FL

David Huffman

CRD Number: 4488176
Current Firm: Raymond James & Associates, Inc.

David Huffman (CRD# 4488176) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ponte Vedra Beach, FL and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associats Jacksonville, FL Nov 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S66 NASAA Uniform Combined State Law Examination Oct 2010
Contact Info for David M. Huffman
Phone Number: 727-567-1000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, WY

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