Terry Davis
Terry Davis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pleasant View, TN, 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
Pleasant View, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Terry works as a Compliance and Risk Manager for Pinnacle Asset Management, dedicating about half of their time to this role. Terry is also a Pinnacle Bank associate, but spends minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
AXA Advisors, LLCBroker
AXA Advisors, LLC
Morgan Stanley
Morgan StanleyBroker
Avondale Partners, LLC
Avondale Conquest, LLC
Avondale Partners, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Powelljohnson
Powelljohnson
PowelljohnsonBroker
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.
Amsouth Investment Services, INC.Broker
Pfic Securities CorporationBroker
J.C. Bradford & CO.Broker
Invest Financial CorporationBroker
Ameristar Capital Markets, INC.Broker
Princor Financial Services CorporationBroker
Ameristar Capital Markets, INC.Broker
State Registrations51 states
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