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Advisors / Florida / St. Petersburg
21yrs

David Orne

Financial advisor at Raymond James & Associates

Based in St. Petersburg, Florida, David Orne is a fiduciary financial advisor with 21 years of industry experience. David joined Raymond James & Associates in 2017, after a year at Transamerica Retirement Advisors and four years at Merrill. David holds the CFP® designation.

One of 1442 advisors with offices in St. Petersburg, and one of 1372 fiduciaries.

St. Petersburg, FL 33716CFP®Fiduciary advisor
Call the officeDirections

At a glance

Experience21 years (since 2005)
How that compares ?More experience than 68% of advisors in St. Petersburg
Office880 Carillon Parkway, St. Petersburg, FL 33716
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state

Services through Raymond James & Associates

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2017 – now
  2. Dec 2016 – Jun 2017
    Transamerica Retirement Advisors, LLCPreviously
  3. 2011 – 2015
    MerrillPreviously

Questions to ask David

Tailored to David’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About David

How do I contact David?

Call Raymond James & Associates at (727) 567-1000 and ask for David Orne. David works from the St. Petersburg, FL office.

How long has David been a financial advisor?

David has been in the industry since 2005, about 21 years. More experience than 68% of advisors in St. Petersburg.

What licenses does David hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is David a fiduciary?

David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is David paid?

Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask David for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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