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Augustus Bo Davis

Advisor at Raymond James Financial

Updated today

Location

Cookeville, TN 38501

Credentials

Series 66

Industry experience

9 years

About

Augustus Bo Davis is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Edward Jones, and FirstBank. In addition to his advisory role, he acts as a non-variable insurance agent with FirstBank Insurance Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans and frequently operates in an advisory capacity, supported by a broad affiliate network.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

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%

Location

851 S Willow Ave, Suite 101

Cookeville, TN 38501

Most active in

Tennessee · Texas

Work history

FirstBank

2021 - Present (5 years)

Raymond James Financial Services Advisors, Inc.

2021 - Present (5 years)

Raymond James Financial Services, Inc.

2021 - Present (5 years)

FirstBank Investment Partners

2021 - Present (5 years)

LPL Financial

2020 - 2021 (1 year)

Raymond James Financial Services Advisors, Inc.

2018 - 2020 (2 years)

Coffee Financial

2018 - 2020 (2 years)

Raymond James Financial Services, Inc.

2018 - 2020 (2 years)

Unemployed

2017 - 2018 (1 year)

Edward Jones

2016 - 2017 (1 year)

Marten Transport

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Caleb R

Series 65

Cookeville, TN

Cravens & Company Wealth Management

Caleb Rouse is a financial advisor at Cravens & Company Wealth Management in Cookeville, TN, holding a Series 65 designation with experience beginning in 2023. Prior to his advisory role, he worked in various positions including at Lowe's and Tennessee Tech University. Cravens & Company Wealth Management serves individuals, high-net-worth families, executives, healthcare and legal professionals, retirees, and business entities with services such as discretionary investment management, family office programs, and retirement plan fiduciary services. The firm emphasizes a collaborative, multi-generational approach integrating financial, tax, and estate planning alongside portfolio management.

Wealth management Business exit / sale strategy Retirement income strategy General estate planning guidance Cash flow / budgeting Executive Doctor or Medical Professional Attorney Retired Established Professionals Retired
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Travis G

Series 66

Cookville, TN

Compass Advisory Partners LLC

Travis Giffey is a financial advisor with Compass Advisory Partners LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at firms including FSC Securities Corporation and Lion Street Financial, and has been with Compass Advisory Partners since 2012. Outside of his advisory role, he owns and operates agricultural businesses focused on cattle farming. Compass Advisory Partners provides financial planning and consulting services to individuals, corporations, charitable organizations, trusts, and estates. The firm offers written financial plans and consultations without discretionary portfolio management, focusing on retirement, cash flow, insurance, estate, and business succession planning through an hourly fee model.

Business succession planning
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David S

CFP®, Series 66

Cookeville, TN

Compass Advisory Partners LLC

David Stites is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Compass Advisory Partners LLC. He has held advisory roles at Integrity Alliance, Csenge Advisory Group, and Lion Street Financial, among others. Stites is also involved with Fidelis Financial Strategies, where he sells life, health, and annuity contracts as part of the financial planning process. Compass Advisory Partners provides financial planning and consulting services to individuals, corporations, charitable organizations, trusts, and estates. The firm focuses on delivering written financial plans and consultations without discretionary portfolio management, emphasizing client implementation through custodians of their choice.

Business succession planning
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Wayne C

Series 63

Cookeville, TN

Cravens & Company Wealth Management

Wayne Cravens is a financial advisor at Cravens & Company Wealth Management with 38 years of industry experience. He holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Progressive Savings Bank, and FSC Securities Corporation. Outside of advisory work, he is involved in managing a grocery-anchored retail development through his role with 10th Street Capital Partners, LLC. Cravens & Company Wealth Management serves individuals, high-net-worth families, executives, healthcare and legal professionals, retirees, and business entities. The firm offers discretionary investment management, private client and family office programs, and fiduciary services, utilizing a collaborative multi-generational approach that integrates financial, tax, and estate planning with portfolio management.

Wealth management Business exit / sale strategy Retirement income strategy General estate planning guidance Cash flow / budgeting Executive Doctor or Medical Professional Attorney Retired Established Professionals Retired
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R. K

ChFC®, Series 65

Cookeville, TN

RidgeBrooke Capital Management LLC

R. Kirby is a financial advisor with RidgeBrooke Capital Management LLC, holding the ChFC® designation and Series 65 license, and has 14 years of industry experience. Prior to joining RidgeBrooke Capital Management in 2020, Kirby worked at Virtue Capital Management, LLC and Horter Investment Management. He serves on the Board of the International Foundation for Retirement Education. RidgeBrooke Capital Management LLC provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a tailored investment approach that includes fundamental, technical, charting, and cyclical analysis, and offers active management of fixed indexed annuities alongside traditional portfolio management.

Annuities Retirement income strategy Wealth management Tax-loss harvesting General estate planning guidance
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William W

Series 63, Series 65

Cookeville, TN

Southland Equity Partners, LLC.

William Welch III is a financial advisor at Cravens & Company Wealth Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cravens and Company Advisors LLC since 2009, along with prior roles at FSC Securities Corporation, Progressive Savings Bank, and Rains Agency Inc. Cravens & Company Wealth Management serves individuals, high-net-worth families, executives, healthcare and legal professionals, retirees, and business entities. The firm offers discretionary investment management, family office programs, fixed-income management, business consulting, and retirement plan fiduciary services, employing a collaborative approach that integrates financial, tax, and estate planning with portfolio management.

Wealth management General tax planning
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