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David Lagrange Richt

Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 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

13 years in the industry.

  1. Raymond James Financial Services Advisors, IncJul 2026 to now
  2. Raymond James Financial Services, Inc.Jan 2026 to now
  3. The AvenueJan 2026 to now
  4. UnemployedSep 2025 to Jan 2026
  5. Proper ManagementMay 2024 to Sep 2025
  6. UnemployedApr 2024 to May 2024
  7. Greg Oliver Agency Music DivisionJul 2021 to Apr 2024
  8. Chick-fil-a Melrose Music CityApr 2020 to Jul 2021
  9. UnemployedMar 2020 to Apr 2020
  10. Christ Fellowship MiamiFeb 2018 to Mar 2020
  11. UnemployedMay 2017 to Feb 2018
  12. Belmont UniversityAug 2013 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (GA).

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
8216530
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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