David Scott Rupp
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 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
12 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jun 2025 to now
- Raymond James Financial Services, Inc.Sep 2024 to now
- Roth, Britsch, Dickman, Inc.Sep 2024 to now
- UnemployedAug 2024 to Sep 2024
- Anderson Windows LLCFeb 2024 to Jul 2024
- Cellular SalesApr 2022 to Feb 2024
- Indiana Wesleyan UniversitySep 2018 to Apr 2022
- United Parcel ServiceMay 2018 to Sep 2018
- Pettisville High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IN, OH).
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
- 7985227
- Firm CRD
- 149018