David Orne

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

• 08/2015 → 10/2016
  Unemployed
  Venice, FL
• 11/2016 → 06/2017
  Transamerica Retirement Solutions
  St. Petersburg, FL
• 11/2016 → 06/2017
  Transamerica Investors Securities Corporation
  St. Petersburg, FL
• 06/2017 → Present
  Raymond James & Associates
  St Petersburg, FL

Previous Registrations

• 2016-12-02 → 2017-06-07
  Transamerica Retirement Advisors, Llc
  St. Petersburg, FL
• 2011-08-10 → 2015-07-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bonita Springs, FL
  Tampa, FL
  Jacksonville, FL
  Jacksonville, FL
  Bonita Springs, FL
  Tampa, FL
  Bonita Springs, FL

Exams

• S66 Uniform Combined State Law Examination
  2011-08-05
• S63 Uniform Securities Agent State Law Examination
  2005-07-27

Designations

• Certified Financial Planner

Other Names

• David Donald Orne