Gregory Davis, financial advisor Greenville SC
93 score

Gregory Davis

CRD Number: 5322653
Current Firm: Bb&t Institutional Investment Advisers, Inc.

Gregory Davis (CRD# 5322653) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Greenville, SC and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Bb&t Retirement & Instl Services Greensboro, NC Jan 2012 - Current 6
Meredith College Raleigh, NC Jan 2012 - Current 6
University Of Phoenix Raleigh, NC Feb 2010 - Current 8
G. Davis Capital Durham, NC May 2008 - Jan 2012 3
Ohm Hospitality Group Morrisville, NC Mar 2011 - Aug 2011 < 1
Resolvit It Raleigh, NC May 2010 - Jul 2010 < 1
Merrill Lynch, Pierce, Fenner &amp; Smith Incorporated Durham, NC Apr 2007 - May 2008 1
Ranzal & Associates Contractor Durham, NC Feb 2007 - Apr 2007 < 1
Doublestar Inc. West Chester, PA Nov 1999 - Feb 2007 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2013
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Gregory S. Davis
Phone Number: 864-527-0600
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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