Crystal Davis, financial advisor Bowie MD

Crystal Davis

CRD Number: 5905521
Current Firm: Avantax Advisory Services

Crystal Davis (CRD# 5905521) is an Investment Advisor Representative working at Avantax Advisory Services in Bowie, MD and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Davis Financial Services LLC Camp Springs, MD Jan 2024 - Current < 1
Crd Properties Bowie, MD Jan 2020 - Current 4
Avantax Insurance Agency, LLC Camp Springs, MD Feb 2014 - Current 10
Avantax Advisory Services Camp Springs, MD Oct 2013 - Current 10
Avantax Investment Services, Inc. Camp Springs, MD Jun 2011 - Current 12
Crystal Davis Bowie, MD Mar 2009 - Current 15
Davis & Ritter Cpa's LLC Camp Springs, MD Jan 2009 - Current 15
Washington Post Washington, DC Mar 2009 - Jun 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Crystal D. Davis
Phone Number: 972-870-6000
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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