Joseph Davis, financial advisor Durham NC
100 score

Joseph Davis

CRD Number: 1188593
Current Firm: Davis Wealth Management
Joseph Davis (CRD# 1188593) is an Investment Advisor Representative working at Davis Wealth Management in Durham, NC and has over 31 years of experience in the finance industry.
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Company Name Location Dates Years
Dwm Advisors, LLC Durham, NC Jun 2009 - Current 7
Wachovia Securities, LLC Raleigh, NC Jul 2003 - Jun 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
S65 NASAA Investment Advisors Law Examination Dec 1991
Contact Info for Joseph P. Davis
By the Numbers
  • Total Assets Under Management
    189
    MILLIONS
  • Total Number of Accounts
    1,314
    ACCOUNTS
  • Average Account Value
    $143,815
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NC, SC, TX, VA

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BADGES
100
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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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