David Allen's
email & phone

Current Position:

Vice President of Wealth Management at Raymond James

Experience:

43 years

Location:

Palos Verdes Peninsula, California, United States

How to contact David Allen

a**@raymondjames.com

+1-***-***-8268

Work Experience

Vice President of Wealth Management at Raymond James

Sep 2022 - Current

Wealth Advisor - Relationship Manager at Vivaldi Capital Management

Oct 2020 - Mar 2023

Vice President - Relationship Manager at Cornerstone Wealth Management San Diego, United States

Jul 2019 - Oct 2020

Financial Advisor - Branch Manager at NOVA Financial Services

Mar 2017 - Oct 2020

Director, Financial Advisor at Kestra Private Wealth Services

Nov 2011 - Mar 2017

Branch Manager at Morgan Stanley

Apr 2008 - Nov 2011

Managing Director & Financial Advisor at WEALTH MANAGEMENT PARTNERS, LLC

Aug 2005 - Apr 2008

Complex Director at Merrill Lynch

Jun 1999 - Aug 2005

Branch Manager at PRUDENTIAL SECURITIES

Jan 1994 - Jan 1999

Financial Advisor - Branch Manager at EF Hutton

Jan 1982 - Jan 1992

David Allen started working in 1982, then the employee has changed 9 companies and 7 jobs. On average, David Allen works for one company for 4 years 4 months.

Education

University of Utah

Highland High School

Current Company Information Raymond James

Name: Raymond James

Speciality: Personal Investing, Capital Markets, Banking

Location: St. Petersburg, Florida, United States

Employees: 10000+

Description: Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporati...

Frequently Asked Questions

What is David Allen's minimum period of employment in the companies?

David Allen's minimum period of employment in various companies is 1 year 3 months.

What is David Allen's average duration of employment for different companies?

On average, David Allen works for one company for 4 years 5 months

What industries has David Allen worked in?

David Allen works in the Financial Services.

What positions has David Allen held before?

Previously, David Allen worked as a Wealth Advisor - Relationship Manager, and Vice President - Relationship Manager, and Financial Advisor - Branch Manager, and Director, Financial Advisor, and Branch Manager.

How do I contact David Allen?

David Allen's email address is a**@raymondjames.com, phone number is +1-***-***-8268. Sign up to get contact details.

Who is the Chairman & CEO of the Raymond James?

The Chairman & CEO of the Raymond James is Paul C. Reilly

Who are David Allen's peers at other companies?

David Allen's peers at other companies are Jill Carothers and Jay Gedge and Brandon Hunsley

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David Allen Namesakes

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Company

Position

david allen

Pro-Tek Home Solutions

Field Superintendent

David Allen's email & phone