Taylor Davis (CRD# 7536957) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Muncie, IN and has 1 year of experience in the finance industry.
CRD# 2756288
Edward Jones
CRD# 2675542
Stifel, Nicolaus & Company, Incorporated
CRD# 4128137
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors | Muncie, IN | Oct 2022 - Current | 1 |
| Raymond James Financial Services, Inc. | Muncie, IN | Apr 2022 - Current | 2 |
| Avalign Technologies (nemcomed) | Fort Wayne, IN | Oct 2020 - Apr 2022 | 1 |
| Unemployed | Fort Wayne, IN | Apr 2020 - Oct 2020 | < 1 |
| T-e Incorporated | Fort Wayne, IN | Aug 2019 - Apr 2020 | < 1 |
| Avid Labs LLC | Fort Wayne, IN | Sep 2016 - Aug 2019 | 2 |
| Wagner Meinert LLC | Fort Wayne, IN | May 2015 - Sep 2016 | 1 |
| Full Time Student - Trine University | Angola, IN | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- IN
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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