Chris Davies (CRD# 1216027) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has over 9 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navigation Wealth Managment, Inc. | Fort Collins, CO | Dec 2016 - Current | 7 |
| Choice Plus Insurance | Fort Collins, CO | Feb 2005 - Current | 19 |
| Navigation Wealth Management, Inc. | Fort Collins, CO | Dec 2014 - Dec 2016 | 2 |
| Sigma Financial Corporation | Ann Arbor, MI | Aug 2014 - Apr 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2015 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- CO
-
Total Assets Under Management129MILLIONS
-
Total Number of Accounts1,311ACCOUNTS
-
Average Account Value$98,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CO, FL, ID, KS, MO, TX, WY
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