DAVID G. BALAND
President, Old Town Advisors Investment Consultant, RJFS

David is a president of Old Town Advisors, which was founded in 2022. He has spent 30 years navigating his clients through market highs and lows and more than a few economic crises and unprecedented situations.

David will carefully and critically examine the many market innovations, opportunities and new products for suitability to our clients. A hands-on advisor, his advisory clients appreciate his discreet, unbiased fiduciary role. He is fiercely protective of his client's privacy and unmotivated by outside pressures.

After 30 years of serving his clients under an umbrella of a large-firm structure, David is eager to bring his clients to the independent experience of Concurrent Advisors through Raymond James, where the only interest is that of the client and the committed advisors who serve them.

David received a degree in economics from New Mexico State University in 1991. He is an outdoorsman and enjoys both the wild aspects of New Mexico as well as the luxuries. He appreciates the complexities of our state and the spirited people who reside here. David, along with his wife Ann, an international oil and gas geologist, reside in the north valley of Albuquerque.

David has served on the board of the New Mexico School for the Blind, which his daughter, Mollie, attended. He is sensitive to the subtle and overt biases that many groups endure. Now a Regis graduate, Mollie is in the educational field, and like her father, is committed to improving the lives of the families she is honored to serve. David also serves on the New Mexico Angels Committee, which focuses on investing in early-stage companies in the Southwest.

LICENSING:

  • Series 6, 7, 9, 10, 63, 66 and 24, Registered Options Principal

Raymond James is not affiliated with the above organizations and/or charitable causes.