Stephen Davis, financial advisor Bradenton FL
93 score

Stephen Davis

CRD Number: 5599365
Current Firm: Hancock Investment Services, Inc.

Stephen Davis (CRD# 5599365) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in Bradenton, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Hancock Bank Bradenton, FL Feb 2012 - Current 4
Hancock Investment Services, Inc. Bradenton, FL Feb 2012 - Current 4
Primevest Financial Services, Inc. St. Cloud, MN Sep 2008 - Feb 2012 3
Whitney Bank St. Petersburg, FL Jun 2007 - Feb 2012 4
American Family Tampa, FL May 2004 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Stephen P. Davis
Phone Number: 504-586-7290
Firm Website: http://hancockbank.com
Registered State(s):
  • FL
  • GA
  • SC
  • NJ
By the Numbers
  • Total Assets Under Management
    330
    MILLIONS
  • Total Number of Accounts
    1,450
    ACCOUNTS
  • Average Account Value
    $227,436
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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