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John David Davis

Independent Financial Partners

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About John David Davis

John David Davis is an investment advisor representative with Independent Financial Partners. John David Davis has been in the industry since March 1998. John David Davis has a Series 63, Series 7, and Series 24 licenses. John David Davis currently serves clients in Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, New Mexico, New York, North Carolina, Ohio, and South Carolina. John David Davis's previous employers include LPL FINANCIAL LLC and WACHOVIA SECURITIES, LLC.

Firm Information

John Davis is currently registered with Independent Financial Partners. Independent Financial Partners is a financial advisory firm headquartered in Tampa, Florida. They offer a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. The firm manages over $9.7 billion in assets for clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Independent Financial Partners

3030 NORTH ROCKY POINT DRIVE WEST

TAMPA, FL 33607

$9.76B

Assets Under Management

Not reported

Total Clients

264

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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non-discretionary investment advice

Non-discretionary investment advice

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets under advisement

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John Davis’s Registration & Firm History

KY

02/22/2021 - Present

Independent Financial Partners (LEXINGTON KY)

KY

05/05/2009 - 05/23/2019

LPL FINANCIAL LLC (LEXINGTON KY)

KY

01/01/2008 - 05/06/2009

WACHOVIA SECURITIES, LLC (LEXINGTON KY)

KY

03/16/1998 - 01/03/2008

A. G. EDWARDS & SONS, INC. (LEXINGTON KY)

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Licenses & Designations

BC

Issued 03/20/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/01/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John David Davis.
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