BD
CFP · ChFC
BD
CFP · ChFC
Brigitte Davison
30 Years of Experience
Valhalla, NY
1 DisclosureBroker
Brigitte Davison is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Valhalla, NY, with 30 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
200 Summit Lake Dr, Ste 360, Valhalla, NY, 10595
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2021Denied
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2025 - Present · 1 yr
Raymond James Financial Services, INC.Broker
May 2025 - Present · 1 yr
Previous Registrations
Ameriprise Financial Services, LLC
June 2020 - May 2025 · 4 yrs 11 mos
Ameriprise Financial Services, INC.
January 2015 - December 2018 · 3 yrs 11 mos
Ameriprise Financial Services, LLCBroker
September 1995 - May 2025 · 29 yrs 8 mos
Ids Life Insurance CompanyBroker
September 1995 - July 2006 · 10 yrs 10 mos
State Registrations17 states
CACTFLILMAMDMIMTNCNHNJNYPARITNTXVA
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.