Gary Lee 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

• 02/2013 → 06/2021
  Raymond James & Associates, Inc.
  Athens, GA
• 06/2021 → Present
  Raymond James Financial Services, Inc.
  Watkinsville, GA
• 06/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Watkinsville, GA

Previous Registrations

• 2013-02-13 → 2021-06-28
  Raymond James & Associates, Inc.
  Athens, GA
  Athens, GA
• 1995-10-13 → 2013-02-13
  Morgan Keegan & Company, Llc
  Athens, GA
  Athens, GA

Other Businesses

(1) Name of Business: Jenning Mill Homeowners Association Address: 1060 Ramser Drive, Watkinsville, GA, 30677, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: Yes Start Date: 01/02/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Member (2) The Avenue Wealth Management LLC Address: 1360 Caduceus Way Ste 101, Watkinsville, GA, 30677-7300, United States Activity Type: Support Company - Non-Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/28/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-10-15
• S63 Uniform Securities Agent State Law Examination
  1983-05-26