Meg Davidson (CRD# 1374172) is an Investment Advisor Representative working at Borthwick Associates, Inc. in Burr Ridge, IL and has over 32 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Borthwick Associates, Inc. | Chicago, IL | Jan 1987 - Current | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1991 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2012 |
- IL
-
Total Assets Under Management68MILLIONS
-
Total Number of Accounts70ACCOUNTS
-
Average Account Value$972,915
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
IL, IN
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