Brandy Davis (CRD# 6293919) is an Investment Advisor Representative working at Primerica Advisors in Cincinnati, OH and has over 9 years of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Cincinnati Public Schools | Cincinnati, OH | Jul 2018 - Current | 5 |
Pfs Investments Inc. | Cincinnati, OH | Mar 2014 - Current | 10 |
Primerica Financial Services | Cincinnati, OH | Oct 1999 - Current | 24 |
Ohio Unemployment | Columbus, OH | Jun 2018 - Jul 2018 | < 1 |
Cincinnati Public School | Cincinnati, OH | Oct 2015 - May 2018 | 2 |
Ohio Unemployment | Columbus, OH | Jul 2017 - Aug 2017 | < 1 |
Ymca Of Greater Cincinnati | Cincinnati, OH | Oct 2016 - Jun 2017 | < 1 |
Cincinnati Public Schools | Cincinnati, OH | Nov 2012 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2014 |
- OH
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
-
Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.