Thomas Davis
Thomas Davis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Muncie, IN, with 32 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
700 West White River Road, Muncie, IN, 47303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is an owner of Foote Hansan Davis Inc. and White River Wealth Advisors, spending about half his time at White River Wealth Advisors. He also owns rental real estate through TLDHomes, LLC, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
City Securities Corporation
City Securities CorporationBroker
City Securities Corporation
Natcity Investments, INC.
Natcity Insurance Services, INC.Broker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
Natcity Investments, INC.Broker
Natcity Investments, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations28 states
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