Michael DavissonCRD Number: 1848158
Current Firm: Tcg Investment Advisory, Inc.
Michael Davisson (CRD# 1848158) is an Investment Advisor Representative working at Tcg Investment Advisory, Inc. in Allentown, PA and has over 6 years of experience in the finance industry.
Kaufman Advisory Services, Inc.
Sfg Investment Advisors, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Univest Investments Inc.||Souderton, PA||Oct 2011 - Current||5|
|Pershing LLC||King Of Prussia, PA||Sep 2011 - Oct 2011||< 1|
|Pershing LLC||Malvern, PA||Nov 2010 - Sep 2011||< 1|
|Unemployed||Collegeville, PA||May 2010 - Oct 2010||< 1|
|Jp Morgan||Blue Bell, PA||Jan 2006 - Apr 2010||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management233MILLIONS
Total Number of Accounts99ACCOUNTS
Average Account Value$2,354,144
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.