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Terry Darold Davis

AVONDALE PARTNERS, LLC·NASHVILLE, Tennessee
SIE, Series 3, Series 4, Series 7, Series 9, Series 10, Series 24, Series 52TO, Series 53, Series 63, Series 66Clean record23 years registeredAVONDALE PARTNERS, LLC
3102 WEST END AVENUE, NASHVILLE, TN 37203CRD# 2329266Firm CRD# 46838

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terry Darold Davis · NASHVILLE, TN
Registration
CRD #2329266 · AVONDALE PARTNERS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

RAYMOND JAMES FINANCIAL SERVICES, INC.
Nov 2017present
Sep 2014Oct 2017
FRANKLIN, TN
Mar 2012Sep 2014
FRANKLIN, TN
Mar 2010Mar 2012
NASHVILLE, TN
Nov 2008Mar 2012
SAUSALITO, CA
Sep 2006Dec 2007
NASHVILLE, TN
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC
Oct 2005Sep 2006
BIRMINGHAM, AL
MORGAN STANLEY
Apr 2005Sep 2005
NASHVILLE, TN
POWELLJOHNSON
Jan 2004Nov 2004
NASHVILLE, TN
POWELLJOHNSON
Nov 2003Jan 2004
NASHVILLE, TN
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC
Jul 2003Mar 2004
BIRMINGHAM, AL
AMSOUTH INVESTMENT SERVICES, INC.
Jan 2003Jul 2003
NASHVILLE, TN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 4
Series 7
Series 9
Series 10
Series 24
Series 52TO
Series 53
Series 63
Series 66
Registration record
First registered · January 30, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AVONDALE PARTNERS, LLC
CRD 46838 · SEC 801-70070
AUM
$1.5B
Regulatory assets under management
Employees
3
8 client accounts
Services offered by AVONDALE PARTNERS, LLC
Per Form ADV
Selection of other advisers
Publication of periodicals/newsletters
Introduction

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05

Frequently Asked Questions

What services does Terry Darold Davis offer?
Terry Darold Davis specializes in Wealth Management. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Terry Darold Davis's credentials?
Terry Darold Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terry Darold Davis located?
Terry Darold Davis is based in NASHVILLE, Tennessee, working with AVONDALE PARTNERS, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Terry Darold Davis charge for services?
Terry Darold 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 AVONDALE PARTNERS, LLC?
AVONDALE PARTNERS, LLC has approximately 3 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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