Adrienne Deanna Davis

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2013 → 06/2020
  Raymond James & Associates, Inc.
  Panama City, FL
• 01/2016 → Present
  Florida State University
  Panama City Beach, FL
• 06/2020 → Present
  Ameriprise Financial Services, Llc
  Panama City, FL

Previous Registrations

• 2013-02-13 → 2020-07-01
  Raymond James & Associates, Inc.
  Panama City, FL
  Pensacola, FL
• 2012-06-21 → 2013-02-13
  Morgan Keegan & Company, Llc
  Panama City, FL
  Pensacola, FL

Other Businesses

Real Estate Ownership; Single Family; 566 N Lakeshore Drive, , Panama City Beach, FL, 32413; Not Investment-Related; 07/01/2024. Business Ownership; Dune Land Development, Inc.; Co-owner; Real Estate; 566 N Lakeshore Drive, , Panama City Beach, FL, 32413; Not Investment-Related; 09/01/2023; 1 to 9 hours per month; 0 during trading hours / Laguna Beach Property Management; Co-owner; Real Estate; 566 N Lakeshore Drive, , Panama City Beach, FL, 32413; Not Investment-Related; 08/01/2024; 0 hours per month; 0 during trading hours. Outside Employment; Centennial Bank; Registered Sales Associate / Practice Manager - No bank duties; ; 1714 W. 23rd Street Suite R, , Panama City, FL, 32405; Investment-Related; 07/01/2020; 40 to 59 hours per month; 60 during trading hours / Chico's; Part-time sales associate.; Retail; 200 Bluefish Drive, Suite 100, Panama City Beach, FL, 32413; Not Investment-Related; 06/25/2026; 10 to 19 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-06-19
• S63 Uniform Securities Agent State Law Examination
  2012-03-30

Other Names

• Adrienne Deanna Kersey