David Blackshear Hamilton Chaffe

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

• 08/2013 → Present
  Raymond James & Associates
  Mobile, AL

Previous Registrations

• 2012-09-07 → 2013-08-09
  Concourse Financial Group Securities, Inc.
  Mobile, AL

Other Businesses

(1)Name of Business: Coastal Workplace Benefits, LLC Address: 3660 Higgins Road, Mobile , AL, 36619, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 04/26/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: No role except 5% ownership of the company (2)Name of Business: Coastal Workplace Benefits, LLC Address: 3660 Higgins Road, Mobile, AL, 36619, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 08/11/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a non-managing member. I have no role except to have founded the company and contributed captial before my association with Raymond James. My wife owns 95% of the company. I sometimes help with the bookkeeping.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-29

Designations

• Certified Financial Planner

Other Names

• Black Chaffe
• David B.H. Chaffe
• David Blackshear Hamilton Chaffe
• David Blackshear Hamilton Chaffe
• David Blackshear Hamilton Chaffe