David
Dillon

Raymond James & Associates, Inc

CRD#2543631
Investment Advisor
in Atlanta, GA
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About this Advisor

David Dillon is a certified financial planner operating out of Atlanta, Georgia, with a total of 24 years of financial industry experience. Dillon is currently employed by Raymond James & Associates, Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Wachovia Securities, LLC, Wells Fargo Advisors LLC, Raymond James & Associates and Wells Fargo Clearing Services, LLC. Dillon holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Georgia and Texas. Raymond James & Associates, Inc is an advisory business that has its headquarters in Atlanta, Georgia. The company has offices in 422 locations and a total of 13,277 advisors. It handles $143 billion in total assets among its 472,443 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 385 charitable organizations. Of its 472,443 accounts, just 6% belong to high-net-worth clients who have more than $1 million in assets available to invest. Raymond James & Associates, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically are based on which services are offered. Fee types billed by Raymond James & Associates, Inc likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

3050 Peachtree Road, Nw Suite 600
Atlanta, GA 30305

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$176,057,305,373

GA Average: $1,855,561,029
Total Number of Employees

14,205

GA Average: 62
Total Number of Accounts

591,180

GA Average: 2,474
Average Account Size

$297,807

GA Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

David Dillon Work History

David has 24 years of experience.

2018 - Present (1 year)

Raymond James & Associates

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2009 - 2009 (< 1 year)

Wachovia Securities, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

1994 - 2009 (15 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

David Dillon has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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