Nathan Kenneth Davidson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 05/2023
  Ameriprise Financial Services, Inc.
  Concord, NH
• 05/2023 → Present
  Raymond James Financial Services, Inc.
  Raleigh, NC
• 05/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Raleigh, NC
• 09/2007 → Present
  Davidson & Sons
  Raleigh, NC
• 09/2007 → Present
  Davidson & Sons, Inc.
  Raleigh, NC

Previous Registrations

• 2015-05-22 → 2023-05-15
  Ameriprise Financial Services, Llc
  Concord, NH
  Concord, NH
  Raleigh, NC
• 2008-03-17 → 2015-05-29
  Avantax Advisory Services
  Concord, NH

Other Businesses

(1)Name of Business: Davidson & Sons Address: 8414 Falls of Neuse Rd Ste 100, Raleigh, NC, 27615-3544, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/01/2007 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Face the client Rep\nSet up Client\nInquire about risk tolerance and time horizon\nmake not of other suitability factors\nassist clients in determining suitable portfolio allocation\nAnalyze holdings\nMake recommendations consistent with client's suitability profile (2)Name of Business: Davidson & Sons, Inc Address: 8414 Falls of Neuse Rd Ste 100, Raleigh, NC, 27615-3544, United States Activity Type: Accounting/CPA Position/Title: Associate/Employee Investment Related: No Start Date: 09/01/2007 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Tax Return Prep\nTax Planning\nIndividual Tax Consultation\nBusiness Tax Consultation

Exams

• S66 Uniform Combined State Law Examination
  2008-02-25

Designations

• Certified Financial Planner

Other Names

• Nate Davidson
• Nathan K Davidson