Robert Davis, financial advisor Camp Springs MD

Robert Davis

CRD Number: 3132945
Current Firm: Avantax Advisory Services

Robert Davis (CRD# 3132945) is an Investment Advisor Representative working at Avantax Advisory Services in Camp Springs, MD and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Davis Financial Services LLC Camp Springs, MD Jan 2024 - Current < 1
Avantax Advisory Services Camp Springs, MD Sep 2007 - Current 16
Avantax Insurance Agency, LLC Camp Springs, MD Jun 2004 - Current 19
From The Heart Church Ministries Suitaland, MD Jan 2000 - Current 24
Avantax Investment Services, Inc. Camp Springs, MD Sep 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Robert L. Davis
Phone Number: 972-870-6000
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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