Unclaimed
Garland R. Davis is a financial advisor with over 17 years of experience in the financial industry. Garland is a registered representative and investment advisor representative. Garland is currently affiliated with Raymond James Financial Services Advisors, Inc. and previously was affiliated with Wells Fargo Advisors Financial Network, LLC and Scott & Stringfellow, LLC. Garland has held a variety of roles in the financial industry, including financial advisor, investment advisor representative, and securities principal. Garland has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. Garland holds a Series 66, Series 24 and Series 7 licenses. Garland is a member of the Virginia Elks Association Investment Committee. Garland has an extensive background in financial planning and investment management. Garland provides a variety of financial services, including investment management, retirement planning, college savings planning, and estate planning. Garland is committed to providing clients with personalized financial advice that meets their individual needs.
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 3/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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