Robert DavisCRD Number: 3132945
Current Firm: H.d. Vest Advisory Services, Inc.
Robert Davis (CRD# 3132945) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Camp Springs, MD and has over 18 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|H.d. Vest Advisory Sevices||Camp Springs, MD||Sep 2007 - Current||9|
|From The Heart Church Ministries||Suitaland, MD||Jan 2000 - Current||17|
|H.d. Vest Investment Services||Camp Springs, MD||Sep 1998 - Current||18|
|Daviws & Ritter Cpa's||Camp Springs, MD||Apr 1984 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Aug 2007|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV