Kenneth Davis (CRD# 5628888) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Florence, AL and has over 14 years of experience in the finance industry.
CRD# 5083504
Edward Jones
CRD# 5286683
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5170662
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concourse Financial Group Securities Inc. | Florence, AL | Mar 2013 - Current | 11 |
| First Metro Bank | Florence, AL | Feb 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- AL
-
Total Assets Under Management4,373MILLIONS
-
Total Number of Accounts20,957ACCOUNTS
-
Average Account Value$208,666
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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