David
Fletcher

Raymond James & Associates, Inc

CRD#2492089
Investment Advisor
in Charlotte, NC
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About this Advisor

David Fletcher is a certified financial planner whose office is in Charlotte, North Carolina. Currently an investment advisor with Raymond James & Associates, Inc, they have gathered 14 years of professional experience as a financial advisor. Fletcher maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Fletcher is registered to serve customers based out of North Carolina and Texas. Their career trajectory has included roles at Morgan Keegan & Company, Inc and Raymond James & Associates, Inc. Raymond James & Associates, Inc is based out of Charlotte, North Carolina, and has 422 other brick-and-mortar locations in the country. Overall, Raymond James & Associates, Inc manages $143 billion in assets throughout 472,443 accounts and retains more than 13,277 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the nation. The firm manages 394,071 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 6% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Raymond James & Associates, Inc provides 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 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

6805 Morrison Blvd. One Morrocroft Center, # 350
Charlotte, NC 28211

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$176,057,305,373

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

14,205

NC Average: 62
Total Number of Accounts

591,180

NC Average: 2,474
Average Account Size

$297,807

NC 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 Fletcher Work History

David has 14 years of experience.

2013 - Present (6 years)

Raymond James & Associates, Inc

2004 - 2013 (9 years)

Morgan Keegan & Company, Inc

Disclosures

David Fletcher has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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