Advisor at Raymond James Financial
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Firm
Raymond James Financial
Location
Ocala, FL 34471
Credentials
CFP®, Series 66
Industry experience
10 years
Ross Davis III is a CFP® professional with 10 years of industry experience, currently serving with Raymond James Financial Services Advisors, Inc. in Ocala, FL. His prior experience includes roles at Bank of America, Merrill, and Morgan Stanley. He is also involved as a partner in a local office space venture and works with a support company focused on financial advising and marketing. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary advisory services and offers financial planning, investment consulting, and access to various managed account programs supported by firm research and an extensive affiliate network.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
41 Se 9th Ter
Ocala, FL 34471
Florida · Texas
Raymond James Financial Services Advisors, Inc.
2024 - Present (2 years)
rossedavis3 LLC
2024 - Present (2 years)
Raymond James Financial Services, Inc.
2024 - Present (2 years)
Bank of America, N.A.
2019 - 2024 (5 years)
Merrill
2019 - 2024 (5 years)
Morgan Stanley Private Bank, N.A.
2015 - 2019 (4 years)
Morgan Stanley Smith Barney LlC
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, ChFC®, Series 63, Series 65
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CFP®, CFA®, ChFC®, Series 63, Series 65
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One Day Wealth Management
Series 63, Series 65
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LifeCare Funding Solutions, LLC
Series 63, Series 66
Ocala, FL
Private Client Services Group, LLC
Series 65
Ocala, FL
Gray Lion Capital
Series 63, Series 65
Ocala, FL
Ocala Capital, LLC
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