Abigail Davis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Logan, UT, with 2 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
Loading...

Location

1594 N. 160 W., Suite 110, Logan, UT, 84341

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2025 - Present · 1 yr
Previous Registrations
D.A. Davidson & CO.
April 2025 - May 2025 · 1 mo
D.A. Davidson & CO.Broker
January 2025 - May 2025 · 4 mos
Fidelity Brokerage Services LLCBroker
August 2023 - December 2024 · 1 yr 4 mos
State Registrations1 state
UT
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.
Abigail Davis - Financial Advisor | TrueAdvisor