David LegrandCRD Number: 1111002
Current Firm: Raymond James Financial Services Advisors, Inc.
David Legrand (CRD# 1111002) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Nebraska City, NE and has over 31 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Thrivent Investment Management Inc.
|Raymond James Financial Services Advisors, Inc.||Nebraska City, NE||Jan 2009 - Current||8|
|Legrand Financial||Nebraska City, NE||Jul 2006 - Current||11|
|Insurance-non Variable||Nebraska City, NE||Jul 2006 - Current||11|
|Nebraska City Professional Center L.l.c||Nebraska City, NE||Sep 2001 - Current||16|
|Raymond James Financial Services, Inc.||Nebraska City, NE||Aug 1998 - Current||19|
|Community Foundation||Nebraska City, NE||Sep 2001 - Sep 2012||11|
|Nebraska City Crime Stoppers||Nebraska City, NE||Oct 2003 - Oct 2009||6|
|Nebraska City Housing Authority||Nebraska City, NE||Jan 1999 - Dec 2008||9|
|New York Ins Co||Lincoln, NE||Mar 1982 - Dec 2008||26|
|Lemc Construction Co (self Employed)||Nebraska, NE||Sep 1977 - Dec 2008||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1986|
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