Ross Davis (CRD# 6516884) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ocala, FL and has over 8 years of experience in the finance industry. Ross Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2882852
Pnc Investments
CRD# 6436659
J.p. Morgan Securities LLC
CRD# 5926598
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Ocala, FL | Apr 2024 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Ocala, FL | Apr 2024 - Current | < 1 |
| Scroggie Meffert Davis And Associates | Ocala, FL | Apr 2024 - Current | < 1 |
| Bank Of America, N.a. | Ocala, FL | Jun 2019 - Apr 2024 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ocala, FL | May 2019 - Apr 2024 | 4 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Sep 2015 - May 2019 | 3 |
| Morgan Stanley Smith Barney LLC | Ocala, FL | Jul 2015 - May 2019 | 3 |
| Regions Bank | Ocala, FL | Jun 2014 - Jul 2015 | 1 |
| Idn Media | Gulf Breeze, FL | Feb 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- FL
- TX
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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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