Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bradford Davis is a financial advisor with over 12 years of experience in the financial services industry. He is currently registered with LPL Financial LLC, and holds the Series 6, 7, 63, and 66 licenses. Robert has previously worked with CUNA Brokerage Services, Inc., TIAA-CREF Individual & Institutional Services, LLC, J.P. Morgan Securities LLC, and Chase Investment Services Corp. Robert is committed to providing personalized financial advice and investment solutions to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory services
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.
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2
AZ
05/18/2022 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
08/12/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Tempe AZ)
IL
09/11/2015 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHAMPAIGN IL)
IL
10/01/2012 - 08/12/2015
J.P. MORGAN SECURITIES LLC (URBANA IL)
UT
01/15/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SALT LAKE CITY UT)
BOTH
Issued 02/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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