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Robert Anthony Davis

Transamerica Financial Advisors, Inc.

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About Robert Anthony Davis

Robert Anthony Davis is a financial advisor working with Transamerica Financial Advisors, Inc. Robert has over 20 years of experience in the financial industry and holds Series 6, 63 and SIE licenses. Robert has been registered with Transamerica Financial Advisors, Inc. since January 2019. Prior to joining Transamerica Financial Advisors, Inc. Robert was registered with WMA Securities, Inc. and PFS Investments Inc. Robert specializes in investment advisory services and offers portfolio management for individuals. Robert is a Registered Representative and Investment Adviser Representative in Louisiana.

Firm Information

Robert Davis is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

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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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.

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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percentage of assets

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

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Robert Davis’s Registration & Firm History

LA

01/14/2019 - Present

Transamerica Financial Advisors, Inc. (BATON ROUGE LA)

GA

01/05/2000 - 11/16/2000

WMA SECURITIES, INC. (DULUTH GA)

GA

08/29/1996 - 06/19/1998

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 08/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/14/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/14/2019

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Anthony Davis.
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