Abigail Miner Davis
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered 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.May 2025 to now
- Holbrook Wealth StrategiesMay 2025 to now
- Raymond James Financial Services, Inc.May 2025 to now
- D.A. Davidson & Co.Jan 2025 to May 2025
- Fidelity InvestmentsAug 2024 to Dec 2024
- Fidelity Brokerage Services LLCApr 2023 to Dec 2024
- Logan Physical TherapyMay 2022 to Apr 2023
- Great Harvest Bread CompanyOct 2020 to May 2022
- Crumbl CookiesMar 2020 to Aug 2020
- Ah Sigh EeNov 2019 to Mar 2020
- Utah State UniversityAug 2019 to Aug 2022
- Crumbl CookiesMay 2018 to Mar 2019
- Brighton High SchoolAug 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7732782
- Firm CRD
- 149018