Gregory Davis
Gregory Davis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Woodland Hills, CA, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
21731 Ventura Blvd, Suite 200, Woodland Hills, CA, 91364
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is a partner at Haskell & Davis, CPA, dedicating about a quarter to half of his time to this role. He also manages Montecito Lifestyle LLC, a rental real estate venture, and works as an independent life and disability insurance agent, spending minimal time on each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Integrated Resources Equity CorporationBroker
State Registrations9 states
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