Unclaimed
Augustus bo Davis is a financial advisor at Raymond James Financial Services Advisors, Inc. Augustus bo has been in the industry since 2017 and is registered in Tennessee and Texas. Augustus bo is also a registered representative of Raymond James Financial Services, Inc. Previously, Augustus bo worked at LPL Financial LLC and Edward Jones. Augustus bo holds the Series 7, Series 66 and SIE licenses. Augustus bo specializes in providing financial advice and services to individuals, businesses, and institutional clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TN
04/26/2024 - Present
Raymond James Financial Services Advisors, Inc. (Cookeville TN)
TN
02/10/2020 - 01/25/2021
LPL FINANCIAL LLC (COOKEVILLE TN)
TN
03/20/2018 - 01/23/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (COOKEVILLE TN)
TN
11/29/2016 - 12/13/2017
EDWARD JONES (COOKEVILLE TN)
BOTH
Issued 12/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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