Adam Davidson
Adam Davidson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Concord, NH, with 14 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
1 Pillsbury Street, Suite 100, Concord, NH, 03301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam is the owner of Adam Davidson, LLC, which is the operating company for his investment practice and other business activities, taking about half of his time. He is also an officer at Davidson & Sons, Inc. and a partner at Davidson & Stone, PLLC, both accounting firms, dedicating minimal time and about half of his time, respectively.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
State Registrations26 states
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