BJ Davis

BJ Davis [ChFEBC]

305 Church Street SW
Suite 620
Huntsville, AL 35801

Original Certificate Date: 3/20/2023

ChFEBC℠ Number: 31200DB2H

Organization: Raymond James & Associates

Broker Dealer: Raymond James & Associates

Phone: 256-517-1721
Cell: 256-227-2615



States Currently Licensed: AL, CO, FL, GA, KY, TN, SC

State Insurance License #: 633712
Insurance license states: AL, TN

CRD #: 6190096

Primary Insurance: Variety of insurance companies that are approved on Raymond James platform

Primary Investment: Custom portfolios are built to meet the risk tolerance, investment goals, and time horizon of the individual or family. Investment strategies consist of money markets, CDs, stocks, bonds, mutual funds, UITs, ETFs, structure notes, insurance products, and/or separately managed accounts

Services: Providing educational information for individuals, business owners, and federal employees on financial planning. The services that are offered would include: Custom Financial Plan, Retirement Planning, Investment Management, Insurance Needs, College Planning, Estate Planning, Exit Strategy, 401k Administration, Cash Management Solutions, and/or Long-Term Care

Additional Information: Appointments can be held in person or over Zoom. Can work with other states if needed