Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Darold Davis is a financial advisor with over 30 years of experience in the industry. Terry Davis is currently registered with Raymond James Financial Services Advisors, Inc. and is located in Nashville, Tennessee. Terry Davis has a strong background in financial planning, portfolio management and has held various positions at numerous financial institutions, including AXA Advisors, LLC, Morgan Stanley, Avondale Partners, LLC, SunTrust Investment Services, Inc., and AmSouth Investment Services, Inc. Terry Davis specializes in providing financial advice to high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, charitable organizations, and insurance companies. Terry Davis is committed to helping clients achieve their financial goals.
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
TN
11/13/2017 - Present
Raymond James Financial Services Advisors, Inc. (NASHVILLE TN)
TN
09/16/2014 - 10/30/2017
AXA ADVISORS, LLC (FRANKLIN TN)
TN
03/26/2012 - 09/29/2014
MORGAN STANLEY (FRANKLIN TN)
TN
01/02/2008 - 03/09/2012
AVONDALE PARTNERS, LLC (NASHVILLE TN)
TN
09/07/2006 - 12/31/2007
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
TN
09/20/2005 - 09/07/2006
AMSOUTH INVESTMENT SERVICES, INC. (NASHVILLE TN)
NY
04/21/2005 - 09/22/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
TN
11/17/2003 - 11/12/2004
POWELLJOHNSON (NASHVILLE TN)
AL
12/04/2000 - 11/25/2003
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
TN
06/26/2000 - 12/05/2000
PFIC SECURITIES CORPORATION (FRANKLIN TN)
NY
03/20/1998 - 07/06/2000
J.C. BRADFORD & CO. (NEW YORK NY)
WI
02/01/1997 - 03/16/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
10/03/1995 - 02/01/1997
AMERISTAR CAPITAL MARKETS, INC.
IA
06/27/1995 - 10/04/1995
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
03/12/1993 - 05/31/1995
AMERISTAR CAPITAL MARKETS, INC.
BOTH
Issued 03/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/13/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/07/1994
Series 4 - Registered Options Principal Examination
BC
Issued 03/21/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/18/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2009
Series 3 - National Commodity Futures Examination
BC
Issued 03/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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