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Robert Davis

Advisor at Raymond James Financial

Updated today

Location

Georgetown, KY 40324

Credentials

Series 63, Series 65

Industry experience

24 years

About

Robert Davis is a financial advisor with Raymond James Financial in Georgetown, KY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Investment Professionals, Inc., and Wesbanco Securities Inc. He is also involved as an associate and vice president in support companies that provide investment services to bank customers. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, using asset allocation analysis and firm research to develop tailored recommendations, and maintains a distinctive focus on non-discretionary advisory services.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

260 Blossom Park Dr.

Georgetown, KY 40324

Most active in

Kentucky · Texas

Work history

Raymond James Financial

2021 - Present (5 years)

Stock Yards Bank & Trust

2021 - Present (5 years)

Raymond James Financial Services, Inc

2021 - Present (5 years)

Ameriprise Financial Services, Inc.

2018 - 2021 (3 years)

Investment Professionals, Inc.

2016 - 2018 (2 years)

Wesbanco Securities Inc

2015 - 2016 (1 year)

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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Matthew P

CFA®, Series 66

Georgetown, KY

Saecula Wealth LLC

Matthew Pierce is a CFA® charterholder with six years of industry experience. He is currently with Austin Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with The Wealth Consulting Group and LPL Financial, LLC. Austin Wealth Management, LLC provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and small-business retirement plans. The firm manages approximately $766 million in client assets and employs a team of ten advisors, offering a planning-first approach that integrates comprehensive financial plans with ongoing wealth management and diversified, model-based portfolio strategies.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner
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Bradley P

Series 66

Lexington, KY

First Kentucky Securities Corporation

Bradley Pickrell is a financial advisor with First Kentucky Securities Corporation, holding a Series 66 designation and 22 years of industry experience. He has worked at First Kentucky Securities Corporation and Ross, Sinclaire & Associates, LLC during his career. Outside of advising, he is involved with commercial real estate investing through Fund4me LLC and High5 LLC and serves on the Board of Directors for the Lexington Club. First Kentucky Securities Corporation provides investment advisory and related services to a diverse client base, including individual investors, pension plans, charitable organizations, and government entities. The firm offers portfolio management, financial planning, municipal advisory services, and institutional equity research, operating as both an investment adviser and broker-dealer.

Options & derivatives strategies Executive Founder/Business Owner
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Christina H

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Lexington, KY

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Options & derivatives strategies Executive Founder/Business Owner
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Raymond K

Series 63, Series 65

Lexington, KY

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Raymond Kramer is a financial advisor with First Kentucky Securities Corporation in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with First Kentucky Securities since 1985. Outside of his advisory role, he serves as President of Presbyterian Housing Corp, a nonprofit that manages low-income housing units. First Kentucky Securities Corporation offers investment advisory and related services to a diverse client base, including individuals, pension plans, charitable organizations, corporations, insurance companies, and government entities. The firm provides tailored investment policies implemented through various account types and third-party manager programs, with distinctive capabilities such as dual registration as both an investment adviser and broker-dealer, municipal advisory services, and in-house execution supported by its First Credit Advisors research unit.

Options & derivatives strategies Executive Founder/Business Owner
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Kirsten K

Series 63, Series 65

Lexington, KY

First Kentucky Securities Corporation

Kirsten Kramer is a financial advisor with First Kentucky Securities Corporation in Louisville, KY. She holds Series 63 and Series 65 licenses and has 14 years of industry experience, all with First Kentucky Securities since 2009. Outside of her advisory role, she is listed as an officer of a moving business owned by her husband but is not active in its operations. First Kentucky Securities Corporation serves a diverse client base including individual investors, pension plans, charitable organizations, and government entities. The firm offers a range of services such as portfolio management, financial planning, municipal advisory, and securities research, utilizing both discretionary and non-discretionary accounts and third-party manager programs.

Options & derivatives strategies Executive Founder/Business Owner
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Ruth W

Series 63, Series 65

Lexington, KY

First Kentucky Securities Corporation

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Options & derivatives strategies Executive Founder/Business Owner
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