Derwin Davis, financial advisor Conyers GA

Derwin Davis

CRD Number: 7288026
Current Firm: Oxford Financial Advisors, Inc.

Derwin Davis (CRD# 7288026) is an Investment Advisor Representative working at Oxford Financial Advisors, Inc. in Conyers, GA and has 1 year of experience in the finance industry. Derwin Davis 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
Davis Law LLC Atlanta, GA Jun 2013 - Current 10
Davis Entertainment, Inc. Atlanta, GA Jun 2011 - Current 12
Oxford Financial Advisors Inc. Conyers, GA Jan 2009 - Current 15
Gsn Inc. Atlanta, GA Aug 2001 - Current 22

Derwin Davis has no recent exams reported.
Contact Info for Derwin B. Davis
Phone Number: 404.245.5688
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $150,000
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
Types of Clients
Registered States

GA

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