Osaic Wealth
43yrs
Top advisor for experience in Vacaville
10yrs
David John Aanderud
Financial advisor at Raymond James Financial Services Advisors
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office555 Mason Street Suite 100, Vacaville, CA 95688
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?2 states
Services through Raymond James Financial Services Advisors
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Oct 2025 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2022 – 2025LPL Financial LLCPreviously
- Mar 2021 – May 2022Cuna Brokerage Services, Inc.Previously
- Jan 2019 – Nov 2020Mutual of Omaha Investor Services, Inc.Previously
- 2016 – 2018Wells Fargo Clearing Services, LLCPreviously
Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About David
How do I contact David?
Call Raymond James Financial Services Advisors at 727-567-3020 and ask for David John Aanderud. David works from the Vacaville, CA office.
How long has David been a financial advisor?
David has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does David hold?
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 Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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