Clinton Davis (CRD# 805602) is an Investment Advisor Representative working at Park Avenue Securities LLC in Santa Cruz, CA and has over 27 years of experience in the finance industry.
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 5946406
J.p. Morgan Securities LLC
CRD# 2750470
Wells Fargo Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Park Avenue Securities LLC | Tuscon, AZ | Nov 2008 - Current | 15 |
Guardian Life Insurance Agency | Tuscon, AL | Nov 2008 - Current | 15 |
Park Avenue Securities LLC | Santa Cruz, CA | May 1999 - Current | 25 |
Guardian Life Insurance Co Of America | Santa Cruz, CA | Oct 1986 - Current | 37 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1997 |
S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
- AZ
- CA
- CT
- FL
- IA
-
Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
-
Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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