Whitney Davis (CRD# 7250806) is an Investment Advisor Representative working at Davis Financial Services in Dallas, TX and has over 2 years of experience in the finance industry.
CRD# 4140477
Edward Jones
CRD# 4403668
Mml Investors Services, LLC
CRD# 2448745
Independent Financial Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Davis Financial Services | Dallas, TX | Aug 2023 - Current | < 1 |
Lpl Financial, LLC | Dallas, TX | Dec 2020 - Current | 3 |
Davis Financial Services | Dallas, TX | Mar 2020 - Current | 4 |
Freeport Lng | Houston, TX | Mar 2019 - Jun 2021 | 2 |
Phillips 66 | Houston, TX | Apr 2016 - Feb 2019 | 2 |
Deloitte | Houston, TX | Sep 2013 - Apr 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2021 |
S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- LA
- TX
-
Total Assets Under Management57MILLIONS
-
Total Number of Accounts225ACCOUNTS
-
Average Account Value$251,419
- 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
LA, TX
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