Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davis? Claim Your ProfileDavis Parrish is a financial advisor affiliated with Raymond James Financial Services Advisors, Inc. Davis Parrish's professional experience includes working as a Financial Advisor with Raymond James Financial Services, Inc. and as a branch associate of The First Wealth Management. Davis Parrish is also an Associate/Employee of The First Wealth Management/The First Bank, handling internal bank correspondence. Davis Parrish is registered in 13 states, and is licensed to sell securities in 12 states, including Alabama, Arizona, Florida, Georgia, Illinois, Louisiana, Massachusetts, Michigan, Mississippi, Pennsylvania, South Carolina, and Texas. Davis Parrish has passed the Series 7TO, Series 63 and Series 65 exams. Davis Parrish's expertise includes Financial Planning, portfolio management for individuals and businesses, Pension Consulting, and selection of other advisors.
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
GA
01/27/2025 - Present
Raymond James Financial Services Advisors, Inc. (MacDonough GA)
IA
Issued 12/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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