TD
TD

Timothy Davis

6 Years of Experience
Nashville, TN
Broker

Timothy Davis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nashville, TN, with 6 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

21 Platform Way South, Suite 2500, Nashville, TN, 37203

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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 Activities

Timothy works as a Bank Associate at Pinnacle Bank, dedicating full-time hours to this role. He also works as support staff for Pinnacle Asset Management, but spends no time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2024 - Present · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
November 2024 - Present · 1 yr 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2019 - September 2024 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2019 - September 2024 · 5 yrs 5 mos
State Registrations1 state
GA
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.
Timothy Davis - Financial Advisor | TrueAdvisor