Davis Rich (CRD# 7379461) is an Investment Advisor Representative working at Fermata Advisors in Chico, CA and has 1 year of experience in the finance industry.
CRD# 6820956
Edward Jones
CRD# 1084751
Securities America Advisors, Inc.
CRD# 2704740
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rich Financial | Sonoma, CA | Mar 2022 - Current | 2 |
| Asset Management Group | Chico, CA | May 2021 - Mar 2022 | < 1 |
| Unemployed | Chicago, IL | May 2019 - May 2021 | 2 |
| University Of Arizona | Tucson, AZ | Jun 2010 - May 2019 | 8 |
| Skyline Country Club | Tucson, AZ | Jan 2013 - Jan 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- CA
- TX
-
Total Assets Under Management974MILLIONS
-
Total Number of Accounts3,843ACCOUNTS
-
Average Account Value$253,408
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, HI, ID, LA, MD, MT, NE, OH, OR, PA, TX, UT, WA
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