William DavisCRD Number: 3105046
Current Firm: Geowealth Management LLC
William Davis (CRD# 3105046) is an Investment Advisor Representative working at Geowealth Management LLC in Alexandria, VA and has over 8 years of experience in the finance industry.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|Geowealth Management LLC||Chicago, IL||Sep 2016 - Current||1|
|Eternity Investment Advisors, LLC||Alexandria, VA||Apr 2015 - Nov 2016||1|
|Eternity Consulting, LLC||Alexandria, VA||Jan 2015 - Nov 2016||1|
|Financial Counselors Inc.||Kansas City, MO||Apr 2014 - May 2015||1|
|Globalbridge, Inc.||Minneapolis, MN||Nov 2009 - Apr 2014||4|
|Drexel Hamilton, LLC||Philadelphia, PA||Sep 2009 - Sep 2011||2|
|Self-employed||Morgantown, PA||Jun 2006 - Sep 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2010|
|S65||NASAA Investment Advisors Law Examination||Jul 2013|
Total Assets Under Management459MILLIONS
Total Number of Accounts1,756ACCOUNTS
Average Account Value$261,543
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MN, MO, NC, NE, NH, NM, NY, OH, OK, OR, SC, TN, TX, VA
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