Unclaimed Profile

Francis Patrick Davis

AMS ADVISORS LLC·ORLANDO, Florida

SIE, Series 3, Series 7, Series 24, Series 63, Series 65Clean record13 years registeredAMS ADVISORS LLC

5401 SOUTH KIRKMAN RD, ORLANDO, FL 32869CRD# 2627522Firm CRD# 142852

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Francis Patrick Davis · ORLANDO, FL

Registration

CRD #2627522 · AMS ADVISORS LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AMS ADVISORS LLC

AVONDALE PARTNERS, LLC

Aug 2012 – Sep 2013

NASHVILLE, TN

AVONDALE CONQUEST, LLC

Aug 2012 – Sep 2013

SAUSALITO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 27, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONCORDIUS CAPITAL ADVISORS, LLC

CRD 142852 · SEC 801-67538

AUM

$32M

Regulatory assets under management

Employees

70 client accounts

Services offered by CONCORDIUS CAPITAL ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CONCORDIUS CAPITAL ADVISORS, LLC →

Introduction

Speak with Francis

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Francis is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ORLANDO?

Browse all registered financial advisors in ORLANDO, Florida or claim this profile if it's yours.

Browse ORLANDO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Francis Patrick Davis offer?

Francis Patrick Davis specializes in Investment Management, Wealth Management.

What are Francis Patrick Davis's credentials?

Francis Patrick Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Francis Patrick Davis located?

Francis Patrick Davis is based in ORLANDO, Florida, last registered with AMS ADVISORS LLC.

How does Francis Patrick Davis charge for services?

Francis Patrick Davis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMS ADVISORS LLC?

AMS ADVISORS LLC has approximately 7 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →