Daniel James Smith
Investment adviser representative at Raymond James Financial Services Advisors, Inc
17 yearsExperience
2 statesRegistered 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
17 years in the industry.
- Raymond James Financial Services Advisors, Inc.Nov 2024 to now
- Towne BankJul 2024 to now
- Towne Wealth ManagementJul 2024 to now
- Raymond James Financial Services, Inc.Jun 2024 to now
- UnemployedMay 2024 to Jun 2024
- Blue Ridge BankMay 2023 to Aug 2023
- Blue Ridge BankMay 2022 to Aug 2022
- Christopher Newport UniversityAug 2021 to May 2024
- UnemployedMay 2021 to Aug 2021
- Compass EntertainmentJul 2020 to Feb 2021
- YmcaMay 2019 to Aug 2019
- Lancaster High SchoolSep 2017 to May 2021
- UnemployedMay 2017 to Sep 2017
- Lancaster Middle SchoolAug 2007 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7946544
- Firm CRD
- 149018