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Brenda Davis

17 Years of Experience
Amarillo, TX
1 DisclosureBroker

Brenda Davis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Amarillo, TX, with 17 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

7304 SW 34th Space 1, Amarillo, TX, 79121

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History

Regulatory History (1)
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Customer Dispute
January 2023
Denied
Other Business Activities

Brenda is a Vice President at Amarillo National Bank since 2012, providing brokerage services for bank clients through Raymond James Financial Services. This takes about half of Brenda's time and occurs during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2010 - Present · 15 yrs 7 mos
Raymond James Financial Services, INC.Broker
September 2010 - Present · 15 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2008 - August 2010 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2008 - August 2010 · 1 yr 9 mos
State Registrations19 states
ALARAZCACODCFLILKSLAMDNMNYOHOKSCTXVAWA
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.
Brenda Davis - Financial Advisor | TrueAdvisor