Raymond James & Associates
45yrs
Top advisor by experience in Vancouver
11yrs
David Brown
Full name on record: David Richard Brown
Financial advisor at Raymond James Financial Services Advisors
Based in Vancouver, Washington, David Brown is a fiduciary financial advisor with 11 years of industry experience. David joined Raymond James Financial Services Advisors in 2024, after nine years at Edward Jones. David holds the CFP® designation.
One of 513 advisors with offices in Vancouver, and one of 489 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office1498 SE Tech Center Place Suite 145, Vancouver, WA 98683
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Oct 2024 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2015 – 2024Edward JonesPreviously
Contact David
1498 SE Tech Center Place Suite 145Vancouver, WA 98683Office · Get directions Firm main line(727) 567-3020Headquarters: Raymond James Financial Services Advisors · Saint Petersburg, FL LinkedIn pageRaymond James Financial Services Advisors
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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?
My notes and scorecard
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About David
How do I contact David?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for David Brown. David works from the Vancouver, WA office.
How long has David been a financial advisor?
David has been in the industry since 2015, about 11 years. 11 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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