David Wilkins Proffitt

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 02/2020 → Present
  Massmutual Life Insurance Company
  Rogers, AR
• 02/2020 → Present
  Mml Investors Services, Llc
  Rogers, AR
• 12/2013 → 07/2021
  American National Insurance Company
  Springdale, AR
• 05/2016 → 03/2020
  Wright's Barbeque
  Fayetteville, AR
• 09/2003 → 03/2020
  Bizy's Custom Catering
  Fayetteville, AR
• 02/2023 → Present
  Raymond James Financial Services, Inc
  Rogers, AR
• 02/2023 → Present
  Raymond James Financial Services Advisors, Inc
  Rogers, AR
• 02/2023 → Present
  Wilson Coker Wealth Advisors
  Rogers, AR

Previous Registrations

• 2021-04-23 → 2023-02-07
  Mml Investors Services, Llc
  Lowell, AR

Other Businesses

Wilson Coker Wealth Advisors - 01/2023 - Rogers, AR - DBA Support company - Investment related - 160/132 hrs per month - Advisor

Exams

• S66 Uniform Combined State Law Examination
  2021-04-03

Other Names

• David Proffitt