Unclaimed
Garland R. Davis is an investment advisor representative with over 17 years of experience in the financial services industry. Garland R. Davis has a series of certifications, including the Series 66, Series 24, SIE, and Series 7. Garland R. Davis is currently registered with Raymond James Financial Services Advisors, Inc. in Virginia and Texas. Garland R. Davis has previous experience with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and SCOTT & STRINGFELLOW, LLC. Garland R. Davis has a wide range of experience in various areas, including financial planning, pension consulting, portfolio management, and hourly & fixed rate consultations. Garland R. Davis is committed to providing clients with personalized financial advice and services tailored to their individual needs. Garland R. Davis is a member of the Virginia Elks Association Investment Committee and a strong advocate for his community.
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
VA
11/06/2017 - Present
Raymond James Financial Services Advisors, Inc. (STAUNTON VA)
VA
04/19/2011 - 11/28/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (STAUNTON VA)
VA
03/13/2006 - 04/26/2011
SCOTT & STRINGFELLOW, LLC (STAUNTON VA)
BOTH
Issued 03/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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