Bobby Davis
Bobby Davis is a registered investment advisor at Raymond James & Associates, INC., based in Huntsville, AL, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
305 Church Street Sw, Suite 620, Huntsville, AL, 35801
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Regulatory History
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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Bobby is a partner in HDW Partners, LLC, formed to hold a private investment among three financial advisors, potentially including real estate. He dedicates minimal time to this business.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
PFS Investments INC.Broker
State Registrations18 states
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