Timothy Joseph 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

• 01/2012 → Present
  Davidson & Stone Pllc
  Concord, NH
• 05/2015 → 05/2023
  Ameriprise Financial Services, Inc.
  Concord, NH
• 05/2023 → Present
  Raymond James Financial Services, Inc.
  Concord, NH
• 05/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Concord, NH
• 05/2015 → Present
  Davidson & Sons
  Concord, NH
• 08/2026 → Present
  Davidson & Stone Pllc
  Concord, NH

Previous Registrations

• 2015-05-22 → 2023-05-17
  Ameriprise Financial Services, Llc
  Concord, NH
• 2013-07-18 → 2015-05-29
  Avantax Advisory Services
  Concord, NH

Other Businesses

((1)Name of Business: D&B Real Estate Holdings Address: 210 N. State St, Concord, NH, 03301, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 08/31/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: General requirements as a commercial landlord. answering question, concerns and alleviating them. (2)Name of Business: Davidson & Sons Address: 1 Pillsbury St Ste 100, Concord, NH, 03301-3556, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/24/2015 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2013-07-08

Other Names

• Timothy Davidson