Terry Davis
150 3rd Avenue South
Nashville, TN 37201
Terry Davis serves as the compliance and risk manager with Pinnacle Asset Management and a registered principal with Raymond James Financial Services, Inc., member FINRA/SIPC. Terry has worked in financial services for 25 years, and comes to Pinnacle from AXA Financial Advisors, where he was lead branch controls manager. Prior to AXA, he was with Morgan Stanley, where he was a complex risk officer. Terry has also held various compliance roles at Avondale Partners, SunTrust Investment Services, AmSouth Investment Services and Powell Johnson Private Asset Management.
Education
- Bachelor of Science, University of Tennessee at Martin
Licenses and Certifications
- Series 7, 10, 66, 63, 53, 24 and 4 securities licenses
- Tennessee Life, Health and Variable insurance licenses
- Certified Regulatory and Compliance Professional (CRCP) designation from the FINRA Institute at Wharton.
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All investing involves risk. There is no assurance that any investment strategy will be successful. Diversification and asset allocation do not ensure a profit or protect against loss.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:
| Not FDIC insured | Not bank guaranteed | Subject to risk and may lose value |
| Not guaranteed by any government agency | Not a bank deposit | |
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Pinnacle Asset Management and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the Bank, are not guaranteed by the Bank and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered broker/dealers and are not independently registered as broker-dealers or investment advisers.
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