Terry Davis

Terry Davis

Terry Davis
Compliance and Risk Manager, Pinnacle Asset Management

150 3rd Avenue South
Nashville, TN 37201
Phone: 615.743.8970
Fax: 615.743.8980
Email

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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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:

  • Not deposits or obligations of the bank
  • Not insured by bank insurance, the FDIC or any other government agency
  • Not guaranteed by Pinnacle Bank
  • Subject to risk, may lose value.

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 independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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