Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Taylor Davis is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Overland Park, Kansas. William has been in the industry since March 2019. He holds Series 7, Series 66 and SIE licenses and is registered in Arizona, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Minnesota, Missouri, New Hampshire, Ohio, Oklahoma, Tennessee, Texas, Virginia, and Wyoming. William provides financial planning, portfolio management for businesses and individuals, pension consulting and educational seminars. He is associated with Davis Financial Partners as an Associate/Employee. Prior to joining Raymond James, William was employed at Edward Jones.
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
KS
11/11/2022 - Present
Raymond James Financial Services Advisors, Inc. (Overland Park KS)
KS
04/01/2019 - 11/14/2022
EDWARD JONES (OLATHE KS)
BOTH
Issued 04/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure William Davis is the right advisor for you? Invested Better is here to help.
