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Augustus Davis

8 Years of Experience
Cookeville, TN
BrokerSells Insurance

Augustus Davis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cookeville, TN, with 8 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

851 S Willow Ave, Suite 101, Cookeville, TN, 38501

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Augustus works as an agent offering non-variable insurance through FirstBank Insurance Inc. He dedicates a few hours per week to this investment-related activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2021 - Present · 5 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
LPL Financial LLC
February 2020 - January 2021 · 11 mos
LPL Financial LLCBroker
February 2020 - January 2021 · 11 mos
Raymond James Financial Services Advisors, INC
March 2018 - January 2020 · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
March 2018 - January 2020 · 1 yr 10 mos
Edward Jones
March 2017 - December 2017 · 9 mos
Edward JonesBroker
November 2016 - December 2017 · 1 yr 1 mo
State Registrations3 states
GATNTX
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.
Augustus Davis - Financial Advisor | TrueAdvisor