Brenda Davis
Brenda Davis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Amarillo, TX, with 17 years of industry experience. Brenda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
7304 SW 34th Space 1, Amarillo, TX, 79121
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2023Other 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
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 states
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
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