Terry Darold Davis

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

• 09/2014 → 10/2017
  Axa Advisors Llc
  Franklin, TN
• 11/2017 → Present
  Raymond James Financial Services, Inc.
  Nashville, TN
• 11/2017 → Present
  Pinnacle Bank
  Nashville, TN
• 11/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Nashville, TN

Previous Registrations

• 2014-09-16 → 2017-10-30
  Equitable Advisors, Llc
  Franklin, TN
• 2012-03-26 → 2014-09-29
  Morgan Stanley
  Nashville, TN
  Franklin, TN
  Nashville, TN
• 2010-03-08 → 2012-03-09
  Avondale Partners, Llc
  Nashville, TN
  Nashville, TN
• 2008-11-12 → 2012-03-09
  Avondale Conquest, Llc
  Sausalito, CA
• 2006-09-07 → 2007-12-31
  Truist Investment Services, Inc.
  Brentwood, TN
  Nashville, TN
  Nashville, TN
  Nashville, TN
  Joelton, TN
• 2005-10-26 → 2006-09-07
  Amsouth Investment Management Company Llc
  Birmingham, AL
• 2005-04-22 → 2005-09-22
  Morgan Stanley Dw Inc.
  Nashville, TN
• 2003-11-18 → 2004-11-12
  Powelljohnson
  Nashville, TN
• 2003-07-10 → 2004-03-05
  Amsouth Investment Management Company Llc
  Birmingham, AL
• 2003-01-30 → 2003-07-10
  Amsouth Investment Services, Inc.
  Nashville, TN

Other Businesses

(1)Name of Business: Pinnacle Asset Management Address: 150 3rd Ave S Ste 700, Nashville, TN, 37201, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/09/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Compliance and Risk Manager

Exams

• S66 Uniform Combined State Law Examination
  2001-03-07
• S63 Uniform Securities Agent State Law Examination
  1993-03-29