BJ Davis [ChFEBC℠]
305 Church Street SW
Suite 620
Huntsville, AL 35801
Original Certificate Date: 3/20/2023
ChFEBC℠ Number: 0H220DB31
Organization: Raymond James & Associates
Broker Dealer: Raymond James & Associates
Phone: 256-517-1721
Cell: 256-227-2615
Email: bj.davis@raymondjames.com
Website: www.raymondjames.com/bjdavis
States Currently Licensed: AL, AR, CO, FL, GA, IL, KY, LA, MS, NC, OK, SC, TN, TX, VA (I can meet at any Raymond James office within driving distance from Huntsville, AL if needed. Just let me know which location works best for you
State Insurance License #: 633712
Insurance license states: AL, GA, TN
CRD #: 6190096
Primary Insurance: With the support of Producers Choice for our annuities and our insurance solutions department, we offer top tier providers and can match products to suit your needs
Primary Investment: We build custom portfolios tailored to the risk tolerance, investment goal and time horizon of each individual or family. Our investment strategies include money markets, CDs, stocks, bond, mutual funds, UITs, ETFs, structured notes, insurance products and seperately managed accounts
Services: We offer educational information on financial planning for individuals, business owners and federal employees. Our service includes financial plans, retirement planning, investment management, insurance needs, college planning, estate planning, exit strategies, 401K administration, cash management solutions and long-term care
Additional Information: Appointments can be held in person or over Zoom. We can also work with clients in other states if needed