RBC Capital Markets
45yrs
Top advisor by experience in Concord
28yrs
John Davidson
Full name on record: John Daniel Davidson
Financial advisor at Raymond James Financial Services Advisors
John Davidson has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Concord, New Hampshire. After eight years at Ameriprise Financial Services and 16 years at Avantax Advisory Services, John joined Raymond James Financial Services Advisors in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Raymond James Financial Services Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 146 advisors with offices in Concord, and one of 141 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 20% by experience in New Hampshire
Office1 Pillsbury Street Suite 100, Concord, NH 03301
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2015 – 2023Ameriprise Financial Services, LLCPreviously
- 1999 – 2015Avantax Advisory ServicesPreviously
Contact John
(727) 567-3020Firm headquarters in Saint Petersburg, FL. Ask for John. 1 Pillsbury Street Suite 100Concord, NH 03301Office · Get directions LinkedIn pageRaymond James Financial Services Advisors
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for John Davidson. John works from the Concord, NH office.
How long has John been a financial advisor?
John has been in the industry since 1999, about 28 years. Top 20% by experience in New Hampshire.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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