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Allison Blair Davi

Franklin Distributors, LLC

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About Allison Blair Davi

Allison Blair Davi is a registered representative with Franklin Distributors, LLC. Allison has been in the securities industry since January 17, 2020. She is licensed to sell securities in all 50 states. Allison holds Series 7TO, SIE and Series 63 licenses. Allison previously worked at Franklin Templeton Financial Services Corp.

Firm Information

Allison Davi is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Allison Davi’s Registration & Firm History

NY

07/07/2021 - Present

Franklin Distributors, LLC (New York NY)

NY

01/17/2020 - 07/07/2021

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (New York NY)

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Licenses & Designations

BC

Issued 06/10/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/17/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/06/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Allison Blair Davi. Review regulatory record here.
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