David James Devantier
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jun 2025 to now
- Raymond James Financial Services, Inc.Jun 2025 to now
- Commonwealth Financial NetworkJul 2022 to Jun 2025
- Village Wealth ManagementJul 2022 to Mar 2023
- Capital Investment Advisory Services, LLCJul 2021 to Jul 2022
- Whetro AdvisorsOct 2020 to Jul 2022
- Capital Investment Group, IncSep 2020 to Jul 2022
- Whiteford Agricultural SchoolsOct 2018 to May 2023
- The LegacyMay 2016 to May 2020
- Siena Heights UniversityApr 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7320687
- Firm CRD
- 149018