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.
CRD# 2178388
Alpha Financial Partners LLC
CRD# 4548885
Keystone Financial Group, LLC
CRD# 6001027
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
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 |
Raymond James Financial Services, 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 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1999 |
S65 | NASAA Investment Advisors Law Examination | Mar 2001 |
- KY
- 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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