BJ Davis [ChFEBC℠]
305 Church Street SW
Suite 620
Huntsville, AL 35801
Original Certificate Date: 3/20/2023
ChFEBC℠ Number: HD10B0232
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, 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