Claire Davis Bundy

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

• 01/2016 → Present
  Raymond James Financial Services, Inc.
  Henrico, VA
• 01/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Henrico, VA
• 01/2016 → 05/2019
  Union Bank & Trust
  Henrico, VA
• 04/2017 → 05/2019
  Union Investment Services
  Henrico, VA
• 05/2019 → Present
  Atlantic Union Bank
  Glen Allen, VA
• 05/2019 → Present
  Middleburg Investment Services Llc, Dba Middleburg Financial
  Glen Allen, VA
• 03/2021 → Present
  Atlantic Union Financial Consultants, Llc/Aub Wealth Mgmt
  Glen Allen, VA
• 05/2019 → Present
  Atlantic Union Bank
  Glen Allen, VA

Previous Registrations

• 2014-09-26 → 2015-12-24
  Raymond James & Associates, Inc.
  Richmond, VA
• 2012-03-14 → 2014-09-10
  Janney Montgomery Scott Llc
  Richmond, VA

Other Businesses

(1)Name of Business: Atlantic Union Bank Address: 4300 Cox Road, Glen Allen, VA, 23060, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 05/20/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Senior Registered Client Assistant (2)Name of Business: Atlantic union Financial Consultants, LLC/AUB Wealth Management Address: 4300 Cox Rd, Glen Allen, VA, 23060, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Senior Registered Client Assistant

Exams

• S66 Uniform Combined State Law Examination
  2012-03-13

Other Names

• Claire E Davis
• Claire Ellen Davis