Nathaniel Davis, financial advisor Fort Valley GA

Nathaniel Davis

CRD Number: 3117133
Current Firm: Primerica Advisors

Nathaniel Davis (CRD# 3117133) is an Investment Advisor Representative working at Primerica Advisors in Fort Valley, GA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Fort Valley, GA Aug 1998 - Current 25
Primerica Financial Services Fort Valley, GA Dec 1997 - Current 26
The Word Of God Deliverance Church Lakeland, GA Aug 1986 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Aug 2018
Contact Info for Nathaniel Davis
Phone Number: 833-786-0550
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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