Brian DavisCRD Number: 3142471
Current Firm: Raymond James Financial Services Advisors, Inc.
Brian Davis (CRD# 3142471) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Waco, TX and has over 19 years of experience in the finance industry. Brian 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.
Academy Capital Management
Royal Alliance Associates, Inc.
The Aspen Equity Group
|Raymond James Financial Services Advisors Inc.||Waco, TX||Oct 2015 - Current||2|
|Raymond James Financial Services, Inc.||Waco, TX||Oct 2015 - Current||2|
|Wells Fargo Advisors Financial Network LLC||Waco, TX||Jul 2011 - Oct 2015||4|
|Wachovia Securities, LLC||Waco, TX||Jan 2008 - Jul 2011||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- 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