David KirkCRD Number: 2978050
Current Firm: Raymond James Financial Services Advisors, Inc.
David Kirk (CRD# 2978050) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL and has over 20 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James Financial Services, Inc.||St. Petersburg, FL||Nov 2009 - Current||8|
|Raymond James Financial Services Advisors||St. Petersburg, FL||Nov 2009 - Current||8|
|Rental Real Estate||Atlanta, GA||May 2011 - Jul 2015||4|
|Raymond James & Associates, Inc.||Atlanta, GA||Dec 2008 - Nov 2009||< 1|
|Raymond James & Associates, Inc.||Dallas, TX||Oct 2007 - Dec 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 2000|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- 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, WY