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David Skilton

Investment Adviser Representative at Raymond James & Associates, Inc.

The Woodlands, TXCRD #7116032Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Skilton is an investment adviser representative with Raymond James & Associates, Inc. in The Woodlands, TX, where they have been registered since 2021. They have worked in the securities industry since 2019 and have been registered with 4 firms, including BBVA Wealth Solutions Inc. and J.p. Morgan Securities LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.

Office

1780 Hughes Landng Blvd., Suite 375
The Woodlands, TX 77380

Advisors at this office: 13

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas
Broker:
1 state or territory

Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/8/2019
Series 65
Uniform Investment Adviser Law Examination
Passed 6/24/2019
Series 7
General Securities Representative Examination
Passed 3/10/2021
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/26/2019
SIE
Securities Industry Essentials Examination
Passed 9/13/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Raymond James & Associates, Inc.Current
8/17/2021 – The Woodlands, TX
BBVA Wealth Solutions Inc.
12/1/2020 – 6/2/2021Conroe, TX
J.p. Morgan Securities LLC
9/6/2019 – 10/23/2020Willis, TX
Mutual OF Omaha Investor Services, Inc.
6/24/2019 – 8/21/2019The Woodlands, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Mutual of Omaha Insurance Company
    May 2019 – Aug 2019The Woodlands, TX
  2. VIP Recognition
    Jan 2017 – May 2019Houston, TX
  3. Sky Real Estate Professionals
    Sep 2017 – May 2019Cypress, TX
  4. BBVA Insurance Agency Inc
    Oct 2020 – Jun 2021Austin, TX
  5. BBVA USA
    Oct 2020 – Jun 2021Birmingham, AL
  6. BBVA Securities Inc
    Oct 2020 – Jun 2021Conroe, TX
  7. JPMorgan Chase Bank, N.A.
    Aug 2019 – Oct 2020Willis, TX
  8. JP Morgan Securities LLC
    Aug 2019 – Oct 2020Willis, TX
  9. Mutual of Omaha Investor Services
    May 2019 – Aug 2019The Woodlands, TX
  10. Northern Texas PGA
    Aug 2016 – Dec 2016Dallas, TX
  11. Unemployed
    Jun 2021 – Aug 2021The Woodlands, TX
  12. Raymond James & Associates, Inc
    Aug 2021 – no end date reportedWoodlands, TX

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Raymond James & Associates, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
5,717
Offices listed on AdvisorFinder:
26
Main office:
St. Petersburg, FL
SEC file number:
801-10418

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 25, 2026

View full firm profile

Other advisors at Raymond James & Associates, Inc.

Showing 12 of 5,717 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Skilton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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David Skilton (Raymond James & Associates) - Advisor Profile