Recognitions

David Lum

David Lum, CFP®, CRPC®, CRPS®, AAMS®

Senior Vice President, Wealth Management // Managing Director


  • Forbes Best-In-State Wealth Advisors 2024
    Check out the Forbes Best-in-State list here
  • Member of the Raymond James Chairman's Council 2024

Previous Recognitions

  • Forbes Best-In-State Wealth Advisors 2023
  • Forbes Best-In-State Wealth Advisors 2022
  • Forbes Best-In-State Wealth Advisors 2021
  • Forbes Best-In-State Wealth Advisors 2020
  • Member of the Raymond James Chairman’s Council 2022
  • Member of the Raymond James Chairman’s Council 2021
  • Member of the Raymond James Chairman’s Council 2020
  • Member of the Raymond James President’s Council 2019

CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

RJA Council Awards: Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.

The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.


“strive not to be a success, but rather to be of value.”

Albert Einstein