Nathan Davidson
Nathan Davidson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Raleigh, NC, with 18 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
8414 Falls of Neuse Rd, Ste 100, Raleigh, NC, 27615
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathan works as an associate/employee for Davidson & Sons, a support company, assisting clients with portfolio allocation and recommendations. He also works as an associate/employee for Davidson & Sons, Inc., an accounting/CPA firm, preparing tax returns and providing tax consultation; both activities take about half of Nathan's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
State Registrations12 states
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