Davis GreenCRD Number: 5618006
Current Firm: Dimensional Fund Advisors LP
Davis Green (CRD# 5618006) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 8 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Dimensional Fund Advisors||Austin, TX||Jul 2015 - Current||2|
|Nfp Securities, Inc.||Austin, TX||May 2012 - Jul 2015||3|
|Nfp Securities Inc.||Austin, TX||Dec 2011 - May 2012||< 1|
|State Farm Vp Management Corp||Austin, TX||Jul 2009 - Dec 2011||2|
|Insurance Agency Ted Heaton||Austin, TX||Jun 2009 - Dec 2011||2|
|Mml Investor Services Inc.||San Antonio, TX||Nov 2008 - Jun 2009||< 1|
|Massmutual Life Insurance Company||San Antonio, TX||Oct 2007 - May 2009||1|
|Penske Truck Leasing||San Antonio, TX||May 2006 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2009|
|S65||NASAA Investment Advisors Law Examination||Jul 2012|
Total Assets Under Management424,505MILLIONS
Total Number of Accounts442ACCOUNTS
Average Account Value$960,418,268
- 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 investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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
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