Susan Fanning 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

• 06/2011 → 09/2020
  Edward Jones
  St Louis, MO
• 09/2020 → Present
  Raymond James Financial Services, Inc.
  Overland Park, KS
• 09/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Overland Park, KS

Previous Registrations

• 2011-09-26 → 2020-09-09
  Edward Jones
  St Louis, MO
  Lenexa, KS
  Fairway, KS
  Leawood, KS
  San Antonio, TX

Other Businesses

(1)Name of Business: Davis Financial Partners Address: 7300 College Blvd Ste 220, Overland Park, KS, 66210-1879, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/02/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am the sole owner of Davis Financial Partners, which is an S Corporation.

Exams

• S66 Uniform Combined State Law Examination
  2011-07-28
• S63 Uniform Securities Agent State Law Examination
  2005-10-14

Designations

• Certified Financial Planner

Other Names

• Susan Beth Fanning
• Susan Fanning Davis
• Susan B Davis
• Susan F Davis
• Susan B Fanning
• Susan Fanning
• Susan Davis
• Susan Fanning Davis