Shelby DavisCRD Number: 6981049
Current Firm: Raymond James & Associates, Inc.
Shelby Davis (CRD# 6981049) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Baltimore, MD and has over 2 years of experience in the finance industry.
Thrivent Investment Management Inc.
Abel Financial Management Company
|Raymond James And Associates, Inc.||Ponte Vedra Beach, FL||Aug 2019 - Current||3|
|Securities Service Network||Towson, MD||Sep 2018 - Aug 2019||< 1|
|Webbert Fiannacial Planning||Towson, MD||Jun 2018 - Aug 2019||1|
|Student||Towson, MD||Aug 2008 - May 2018||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2020|
Total Assets Under Management331,150MILLIONS
Total Number of Accounts869,177ACCOUNTS
Average Account Value$380,993
- 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)
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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