Joseph Davis
Joseph Davis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Marion, NC, with 36 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
32 North Main St., Suite B, Marion, NC, 28752
Get directionsHistory
Regulatory History (5)
Regulatory
June 2009Customer Dispute
February 2007Customer Dispute
February 2007Customer Dispute
November 2006Employment Separation After Allegations
October 2006Other Business Activities
Joseph owns multiple rental real estate properties, including a partial ownership in a Hilton Head condo, and is a trustee of his 401k profit sharing plan. He also owns a support company for his RJFS-related business and a storage unit business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Edward Jones
Edward JonesBroker
State Registrations31 states
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