Stephanie Davis, financial advisor Brentwood TN
93 score

Stephanie Davis

CRD Number: 3066775
Current Firm: Hays Advisory, LLC

Stephanie Davis (CRD# 3066775) is an Investment Advisor Representative working at Hays Advisory, LLC in Brentwood, TN and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Hays Advisory, LLC Brentwood, TN Jan 2004 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2000
Contact Info for Stephanie L. Davis
Phone Number: 615-467-6070
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    605
    MILLIONS
  • Total Number of Accounts
    2,767
    ACCOUNTS
  • Average Account Value
    $218,682
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA

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

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