Tommy Davey, financial advisor Cambridge OH
93 score

Tommy Davey

CRD Number: 1968506
Current Firm: Stratos Wealth Partners, Ltd

Tommy Davey (CRD# 1968506) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Cambridge, OH and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Stratos Wealth Partners, Ltd Cambridge, OH May 2011 - Current 5
Lpl Financial LLC Columbus, OH May 2011 - Current 5
Union Central Life Cincinnati, OH Jun 1989 - Current 27
Area Agency On Aging Region A., Inc. Cambridge, OH Apr 1983 - Current 33
Wachovia Securities, LLC Cambridge, OH Jan 2008 - May 2011 3
Wachovia Securities, LLC Cambridge, OH Jan 2008 - May 2011 3
A. G. Edwards & Sons, Inc. Cambridge, OH Jan 1992 - Jan 2008 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1992
S65 NASAA Investment Advisors Law Examination Dec 2010
Contact Info for Tommy D. Davey
Phone Number: 440-519-2500
Registered State(s):
  • LA
  • TX
  • OH
By the Numbers
  • Total Assets Under Management
    3,101
    MILLIONS
  • Total Number of Accounts
    16,439
    ACCOUNTS
  • Average Account Value
    $188,637
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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