Tracy Davies, financial advisor Chapel Hill NC

Tracy Davies

CRD Number: 5166755
Current Firm: Hamilton Point Investment Advisors, LLC

Tracy Davies (CRD# 5166755) is an Investment Advisor Representative working at Hamilton Point Investment Advisors, LLC in Chapel Hill, NC and has over 15 years of experience in the finance industry. Tracy Davies has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hamilton Point Investment Advisors, LLC Chapel Hill, NC Jun 2020 - Current 3
Unemployed Darien, CT Jan 2019 - Jun 2020 1
Hamilton Point Investment Advisors, LLC Chapel Hill, NC Jan 2017 - Jan 2019 2
Unemployed Chapel Hill, NC Jan 2016 - Jan 2017 1
Ubs Financial Services Inc. Chapel Hill, NC Oct 2013 - Jan 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Tracy R. Davies
Phone Number: (919) 636-3765
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    935
    MILLIONS
  • Total Number of Accounts
    780
    ACCOUNTS
  • Average Account Value
    $1,198,826
Compensation Options
  • A percentage of assets under your management
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA, FL, GA, MA, NC, NY, PA, TX, VA

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