MD
MD

Mary Davis

24 Years of Experience
Frisco, TX
Broker

Mary Davis is a registered investment advisor at Raymond James & Associates, INC., based in Frisco, TX, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

6303 Cowboys Way, Suite 425, Frisco, TX, 75034

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
June 2023 - Present · 2 yrs 11 mos
Raymond James & Associates, INC.Broker
September 2005 - Present · 20 yrs 8 mos
Previous Registrations
Oppenheimer & CO. INC.Broker
January 2003 - September 2005 · 2 yrs 8 mos
Cibc World Markets CORP.Broker
April 2001 - January 2003 · 1 yr 9 mos
State Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Mary Davis - Financial Advisor | TrueAdvisor