Robert Davis, financial advisor Georgetown KY

Robert Davis

CRD Number: 3238048
Current Firm: Raymond James Financial Services Advisors, Inc.

Robert Davis (CRD# 3238048) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Georgetown, KY and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Louisville, KY Nov 2021 - Current 2
Stock Yards Bank & Trust Georgetown, KY Nov 2021 - Current 2
Stock Yards Financial Services Georgetown, KY Nov 2021 - Current 2
Raymond James Financial Services Advisors, Inc. Louisville, KY Nov 2021 - Current 2
Ameriprise Financial Services, Inc. Florence, KY Aug 2018 - Nov 2021 3
Investment Professionals, Inc. San Antonio, TX Sep 2016 - Aug 2018 1
Wesbanco Securities Inc. Cincinnati, OH Jan 2015 - Aug 2016 1
United Heritage Union, KY May 2014 - Dec 2014 < 1
Cetera Investment Advisers LLC Crestview Hills, KY Jan 2014 - Dec 2014 < 1
Cetera Investment Services St. Cloud, MN Oct 2011 - Dec 2014 3
The Bank Of Kentucky, Inc. Crestview Hills, KY Oct 2011 - Apr 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
S65 NASAA Investment Advisors Law Examination Mar 2001
Contact Info for Robert J. Davis
Phone Number: 727-567-3020
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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