Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Davis is a financial advisor who is registered with Raymond James Financial Services Advisors, INC. Robert has been in the industry since September 15, 1992. Robert has held positions with several firms including LPL Financial LLC, Raymond James Financial Services, INC., and Signal Securities, INC. Robert is currently licensed as a Registered Representative and Investment Advisor Representative in Texas.
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
TX
12/18/2014 - Present
Raymond James Financial Services Advisors, Inc. (FORT WORTH TX)
TX
08/24/2012 - 06/25/2013
LPL FINANCIAL LLC (ABILENE TX)
TX
04/01/2008 - 08/27/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (LUBBOCK TX)
TX
05/20/2005 - 04/04/2008
INVEST FINANCIAL CORPORATION (LUBBOCK TX)
FL
07/16/2001 - 05/12/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
04/03/2000 - 05/21/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
SC
03/03/2000 - 04/10/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
SC
11/23/1998 - 02/17/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
08/27/1996 - 11/24/1998
SIGNAL SECURITIES, INC. (FORT WORTH TX)
CA
01/18/1993 - 07/30/1996
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
TX
05/15/1989 - 06/07/1991
THE PRINCIPAL/EPPLER, GUERIN & TURNER, INC. (DALLAS TX)
BC
Issued 6/1/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/15/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/20/1999
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/13/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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