ChooseAFinancialAdvisor.com
Advisors / Kentucky / Frankfortt
4yrs

David Current

Full name on record: David Benjamin Current

Financial advisor at Raymond James Financial Services Advisors

David Current is a fiduciary financial advisor in Frankfortt, Kentucky, with 4 years in the industry. David joined Raymond James Financial Services Advisors in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

Frankfortt, KY 40601Fiduciary advisor
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At a glance

Experience4 years (since 2023)
How that compares ?4 years in the industry
Office142 Consumer Ln, Frankfortt, KY 40601
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.

Licenses

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

Series 66Uniform Combined State Law Examination

Career

  1. 2023 – now

Contact David

Local office(502) 875-1862Ask for David. (727) 567-3020Main office · Saint Petersburg, FL 142 Consumer Ln
Frankfortt, KY 40601Office · Get directions LinkedIn pageRaymond James Financial Services Advisors

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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

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About David

How do I contact David?

Call David’s local office at (502) 875-1862 or the Raymond James Financial Services Advisors main office at (727) 567-3020, and ask for David Current.

How long has David been a financial advisor?

David has been in the industry since 2023, about 4 years. 4 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.