Robert Davis
Robert Davis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Georgetown, KY, with 24 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
260 Blossom Park Dr., Georgetown, KY, 40324
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert works at Stock Yards Bank and Trust, Stock Yards Financial Services, and Stock Yards Investment Services providing investment products and services to bank customers. These activities take up a significant amount of Robert's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Investment Professionals, INC.
Investment Professionals, INC.Broker
Wesbanco Securities, INC.
Wesbanco Securities, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
PNC Investments
PNC InvestmentsBroker
LPL Financial CorporationBroker
LPL Financial Corporation
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations23 states
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