Raymond Lee Davis

Employer firm

Stability Financial, LLC CRD 167906

$29.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CONSULTING

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

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

Current Employers

Employment History

• 07/2013 → Present
  Stability Financial, Llc
  Marrero, LA

Previous Registrations

• 2006-06-30 → 2013-07-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New Orleans, LA
• 2002-11-14 → 2006-07-05
  Morgan Stanley Dw Inc.
  New Orleans, LA
  New Orleans, LA

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-08
• S63 Uniform Securities Agent State Law Examination
  1992-07-24

Designations

• Certified Financial Planner

Other Names

• Ray Davis
• Raymond Lee Davis
• Raymond L Davis Cfp
• Raymond L Davis