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Bradley Davis
24 Years of Experience
Elkhart, IN
1 DisclosureBroker
Bradley Davis is a registered investment advisor at Raymond James & Associates, INC., based in Elkhart, IN, 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 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
230 North Main Street, Suite 1, Elkhart, IN, 46516
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2005Denied
Other Business Activities
Bradley owns rental real estate properties since 2018, with a rental agency handling most of the work. He spends minimal time on these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.
October 2003 - Present · 22 yrs 7 mos
Raymond James & Associates, INC.Broker
December 2001 - Present · 24 yrs 5 mos
State Registrations35 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.