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Gary Davis
33 Years of Experience
Huntsville, AL
3 DisclosuresBroker
Gary Davis is a registered investment advisor at Raymond James & Associates, INC., based in Huntsville, AL, with 33 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
305 Church Street Sw, Suite 620, Huntsville, AL, 35801
Get directionsHistory
Regulatory History (3)
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Customer Dispute
February 2012Closed-No Action
Customer Dispute
September 2010Closed-No Action
Customer Dispute
March 2006Closed-No Action
Other Business Activities
Gary owns rental real estate property since May 2022. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
June 2001 - February 2013 · 11 yrs 8 mos
Morgan Keegan & Company, INC.Broker
May 1992 - February 2013 · 20 yrs 9 mos
State Registrations41 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.