Augustus bo Martin Davis
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jan 2021 to now
- FirstbankJan 2021 to now
- Firstbank Investment PartnersJan 2021 to now
- Raymond James Financial Services, Inc.Jan 2021 to now
- LPL Financial LLCFeb 2020 to Jan 2021
- Coffee FinancialMar 2018 to Jan 2020
- Raymond James Financial Services Advisors, Inc.Mar 2018 to Jan 2020
- Raymond James Financial Services, Inc.Mar 2018 to Jan 2020
- UnemployedDec 2017 to Mar 2018
- Edward JonesOct 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6714359
- Firm CRD
- 149018