Brooke C Davis

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 06/2015 → 01/2017
  Country Capital Management Company
  Bloomington, IL
• 01/2017 → 06/2019
  Country Capital Management Company
  Bloomington, IL
• 06/2019 → 04/2022
  Country Capital Management Company
  Bloomington, IL
• 04/2022 → 03/2024
  Lincoln Financial Distributors, Inc.
  Normal, IL
• 03/2024 → Present
  Raymond James & Associates Inc.
  Normal, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-02-11
• S63 Uniform Securities Agent State Law Examination
  2016-06-03

Other Names

• Brooke Caranola Davis