RD
CFP
RD
CFP

Ross Davis

10 Years of Experience
Ocala, FL
Broker

Ross Davis is a CFP-designated registered investment advisor, based in Ocala, FL, with 10 years of industry experience.

Location

41 SE 9th Ter, Ocala, FL, 34471

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ross is a partner and owner in a College Hunks moving and junk removal franchise, dedicating minimal time to the business. He also owns rossedavis3 LLC, a personal LLC where RJ fees/commissions are deposited, and spends minimal time on this.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2024 - Present · 2 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2019 - April 2024 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2019 - April 2024 · 4 yrs 11 mos
Morgan Stanley
September 2015 - May 2019 · 3 yrs 8 mos
Morgan StanleyBroker
August 2015 - May 2019 · 3 yrs 9 mos
State Registrations27 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.