Julia DavisCRD Number: 3116370
Current Firm: Raymond James Financial Services Advisors, Inc.
Julia Davis (CRD# 3116370) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chattanooga, TN and has over 9 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Sagepoint Financial, Inc.
Cetera Advisors LLC
|Raymond James Financial Services, Inc.||Chattanooga, TN||Mar 2021 - Current||< 1|
|Round Table Advisors||Chattanooga, TN||Mar 2021 - Current||< 1|
|Raymond James Financial Services Advisors, Inc.||Chattanooga, TN||Mar 2021 - Current||< 1|
|Raymond James And Associates||St. Petersburg, FL||Jun 1998 - Mar 2021||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2012|
|S66||NASAA Uniform Combined State Law Examination||Jan 2019|
Total Assets Under Management191,890MILLIONS
Total Number of Accounts729,214ACCOUNTS
Average Account Value$263,146
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, VI, VT, WA, WI, WV, WY
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