Brian Christopher Davis

Employer firm

Cx Institutional, LLC CRD 292627

$4.46B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension 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

• 10/2015 → 02/2019
  Raymond James Financial Services, Inc.
  Woodway, TX
• 10/2015 → 02/2019
  Raymond James Financial Services Advisors Inc.
  Woodway, TX
• 05/2018 → 02/2019
  9012 Perspective Financial Group
  Woodway, TX
• 02/2019 → Present
  Cx Institutional, Llc
  Woodway, TX
• 02/2019 → 09/2020
  Lpl Financial Llc
  Woodway, TX

Previous Registrations

• 2015-10-16 → 2019-02-13
  Raymond James Financial Services Advisors, Inc
  Waco, TX
  Woodway, TX
• 2011-07-15 → 2015-10-20
  Wells Fargo Advisors Financial Network, Llc
  Waco, TX
• 2008-01-01 → 2011-07-15
  Wells Fargo Clearing Services, Llc
  Waco, TX
• 2002-10-09 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Waco, TX
  St. Louis, MO
  Waco, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-01-19

Designations

• Certified Financial Planner