Charles Davis, financial advisor Effingham IL
93 score

Charles Davis

CRD Number: 1114424
Current Firm: Novus Wealth Advisors

Charles Davis (CRD# 1114424) is an Investment Advisor Representative working at Novus Wealth Advisors in Effingham, IL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Novus Wealth Management Effingham, IL May 2015 - Current 1
Lpl Financial, LLC Effingham, IL May 2015 - Current 1
Sws Financial Services Effingham, IL Mar 2006 - May 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
S65 NASAA Investment Advisors Law Examination Apr 1997
Contact Info for Charles F. Davis
Phone Number: 239.344.0070
Firm Website:
Registered State(s):
  • IL
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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