Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gray Davis is a financial advisor with LPL Financial LLC, a firm that oversees over $50 billion in assets. Robert has been in the financial services industry since November 1989 and has experience in a number of different firms. Robert's experience includes working as an advisor with Morgan Keegan & Company, Inc., Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Robert is registered with both the state of North Carolina and the state of South Carolina and is a licensed advisor in several other states. Robert also owns a cattle ranch.
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.
1
2
SC
02/19/2014 - Present
LPL Financial LLC (FORT MILL SC)
NC
06/25/2004 - 10/09/2009
MORGAN KEEGAN & COMPANY, INC. (CHARLOTTE NC)
WI
11/22/1989 - 07/01/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
01/09/1990 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 12/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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