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Robert Gray Davis Jr.

Advisor at LPL Financial — Saluda, SC

Updated today

Credentials

Series 63, Series 66

Experience

36 years

Location

Saluda, SC

LPL Financial logo

LPL Financial

Institution

Total advisors

22,823

Across 10,503 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Robert Davis Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and with 36 years of industry experience. He has worked at LPL Financial since 2009 and previously at Morgan Keegan & Company, LLC. Outside of his advisory work, he owns a cattle ranch, dedicating a portion of his time to this activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, and supports advisors with model portfolios, third-party subadvisors, and various investment strategies.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Saluda, SC

Saluda SC

Advisors at this office

1

Most active in

South Carolina

Work history

36 years of industry experience

LPL Financial

2009 - Present • 17 years

Charlotte, NC

Morgan Keegan & Company, LLC

2005 - 2009 • 4 years

Charlotte, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Gregory R

Series 63, Series 65

Ridge Spring, SC

Empower Advisory Group

Gregory Ruoss is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Empower, he worked at Wells Fargo Clearing and served nine years in the United States Marine Corps. Outside of finance, he co-owns an equestrian tack cleaning and preservation business. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Thomas H

ChFC®, Series 63, Series 65

Johnston, SC

Eagle Strategies (NY Life)

Thomas Herlong Sr. is a ChFC® with 33 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and has held roles at The Herlong Financial Group LLC and Herlong & Doran Financial Group, LLC. Outside of his advisory work, he serves as Chairman of the Finance Committee at Harmony United Methodist Church and holds board positions with the Aiken Symphony Orchestra and the Ridge Healthcare Foundation, among other community roles. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and operates primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Douglas B

Series 66

Leesville, SC

&PARTNERS

Douglas Bruner III is a financial advisor at &PARTNERS with 10 years of industry experience. He holds a Series 66 credential and previously worked at Ameriprise and Edward Jones. Bruner serves as an officer in the US Army Reserves and is involved in a family-owned newspaper and advertising business. &PARTNERS serves a diverse client base including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement plan consulting. The firm delivers discretionary and non-discretionary portfolio management using a range of proprietary and third-party strategies, supported by ongoing monitoring and account reviews.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Gina R

Series 63, Series 65

Saluda, SC

First Citizens Investor Services, Inc.

Gina Rogers is a financial advisor at First Citizens Investor Services, Inc. with 2 years of industry experience. She holds Series 63 and Series 65 designations and has worked at First Citizens Bank since 2019, with prior experience at SunTrust Bank and Saluda County School District One. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, offering portfolio management, wrap programs, and financial planning through a client-centered approach that incorporates fundamental, quantitative, and technical analysis.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy
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George B

Series 66

Leesville, SC

&PARTNERS

George Barnes is a financial advisor with \u0026PARTNERS in Leesville, South Carolina, holding a Series 66 designation and 11 years of industry experience. Prior to joining \u0026PARTNERS in 2026, he worked at Ameriprise Financial Services, LLC from 2020 to 2026 and Edward Jones from 2014 to 2020. Outside of his advisory role, Barnes owns a CPA and tax preparation practice and operates an automated storage unit business. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and other advisory services through a combination of proprietary and third-party strategies, delivered via discretionary and non-discretionary platforms.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired

Andy S

Series 63, Series 66

Leesville, SC

Edward Jones

Andy Shumpert is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and having 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Shumpert teaches voice at Edisto Performing Arts Studio and serves as Minister of Music at Roundhill Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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