Susan Davis is a CFP-designated registered investment advisor, based in Overland Park, KS, with 25 years of industry experience.
Location
7300 College Blvd, Overland Park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan is a branch owner/financial advisor at Davis Financial Partners since 2020, dedicating about half of her time to this role. Since 2022, she also acts as a trustee, managing a portfolio and income for an individual, dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
American Century Investment Services INC.Broker
Ing Financial Advisers, LLCBroker
American Century Investment Services INC.Broker
State Registrations25 states
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