KD
KD

Keith Davis

19 Years of Experience
Nashville, TN
Broker

Keith Davis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nashville, TN, with 19 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

Fee Structure

Hourly Rate:Up to $400/hr
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Location

21 Platform Way South, Suite 2500, Nashville, TN, 37203

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Keith owns rental real estate and is a board/committee member for a non-profit organization. He also works as a trust manager for Pinnacle Bank, dedicating about half of his time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2008 - Present · 18 yrs 4 mos
Previous Registrations
Raymond James Financial Services
January 2008 - January 2009 · 1 yr
Ftb Advisors, INC.
December 2007 - January 2008 · 1 mo
First Tennessee Brokerage, INC.Broker
January 2007 - January 2008 · 1 yr
State Registrations1 state
TN
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.
Keith Davis - Financial Advisor | TrueAdvisor