David Kyle Wills

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2008 → Present
  Raymond James & Associates
  Nashville, TN
• 04/2008 → 12/2018
  Knob Hill Properties Llc
  Hendersonville, TN
• 01/2019 → Present
  Viridian Condominimum Hoa Board Of Directors
  Nashville, TN

Previous Registrations

• 2001-12-05 → 2008-03-11
  Stephens
  Nashville, TN
  Nashville, TN

Other Businesses

(1) TCMC FOUNDATION ADDRESS: HENDERSONVILLE, TN NATURE OF THE BUSINESS: NON PROFIT ORG. - FOUNDER/LEADERSHIP POSITION/TITLE: DIRECTOR INVESTMENT RELATED:NO START DATE: 04/02/2008 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 1 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0 DESCRIPTION OF DUTIES: BOARD MEMBER 2) Name of Business : Viridian Condominimum HOA Board of Directors Address: 415 Church St. Unit 1501,Nashville, TN Nature of the Business: Board Member/Officer/Director Position/Title: Board Member/Officer/Director Investment Related:No Start Date: 01/08/2019 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 0 Description of duties: I will be a board member. We will oversee the operation of our 31 story condo community. 1.6MM budget. I was elected to a three year term that begins 1/8/19 and ends 1/7/22.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-08
• S63 Uniform Securities Agent State Law Examination
  1996-12-19