Robert Jay Davis
Advisor at Raymond James Financial — Georgetown, KY
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
24 years
Location
Georgetown, KY 40324
Raymond James Financial
Institution
Robert Davis is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise Financial Services, Inc. and Investment Professionals, Inc. In addition to his advisory role, he serves as Vice President at Stock Yards Investment Services, providing financial services to bank customers. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored financial planning and investment consulting using analytical tools and supports both advisory programs and institutional consulting through a large advisor network.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees for planning services offered.
Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.
Georgetown, KY
260 Blossom Park Dr.
Georgetown KY 40324
Advisors at this office
1
Kentucky · Texas
24 years of industry experience
Raymond James Financial Services Advisors, Inc
2021 - Present • 5 years
Louisville, KY
Stock Yards Bank & Trust
2021 - Present • 5 years
Georgetown, KY
Raymond James Financial Services, Inc
2021 - Present • 5 years
Louisville, KY
Ameriprise Financial Services, Inc.
2018 - 2021 • 3 years
Florence, KY
Investment Professionals, Inc.
2016 - 2018 • 2 years
San Antonio, TX
Wesbanco Securities, Inc.
2015 - 2016 • 1 year
Cetera
2014 - 2014 • 1 year
Crestview Hills, KY
Cetera Investment Services Llc
2011 - 2014 • 3 years
Crestview Hills, KY
PNC Wealth Management
2010 - 2011 • 1 year
Cincinnati, OH
LPL Financial
2008 - 2009 • 1 year
FIFTH THIRD SECURITIES, Inc.
2005 - 2008 • 3 years
Cincinnati, OH
Merrill
2001 - 2002 • 1 year
Cincinnati, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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