Frank DavisCRD Number: 5335329
Current Firm: Gradient Advisors, LLC
Frank Davis (CRD# 5335329) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 15 years of experience in the finance industry.
Cetera Advisor Networks LLC
Wealth Enhancement Advisory Services, LLC
U.s. Bancorp Investments, Inc.
|Gradient Advisors LLC||Arden Hills, MN||Nov 2021 - Current||1|
|American Senior Benefits||Omaha, NE||Nov 2009 - Current||13|
|Virtue Wealth Counsel, LLC||Omaha, NE||May 2019 - Nov 2021||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2007|
|S65||NASAA Investment Advisors Law Examination||Feb 2019|
Total Assets Under Management177MILLIONS
Total Number of Accounts2,943ACCOUNTS
Average Account Value$60,073
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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