Alisa DavisCRD Number: 5284526
Current Firm: Rbc Capital Markets, LLC
Alisa Davis (CRD# 5284526) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Fort Worth, TX and has over 10 years of experience in the finance industry.
Box Financial Advisors, LLC
Wells Fargo Advisors Financial Network, LLC
Schulz Wealth, Ltd.
|Rbc Capital Markets, LLC||Fort Worth, TX||Jul 2012 - Current||4|
|J.p. Morgan Securities Inc.||Fort Worth, TX||May 2010 - Jun 2012||2|
|Axa Advisors, LLC||New York City, NY||May 2008 - Apr 2010||1|
|Linsco Private Ledger||Fort Worth, TX||Feb 2007 - May 2008||1|
|Omniamerican Bank||Fort Worth, TX||Nov 2006 - May 2008||1|
|Unemployed||Weatherford, TX||Jul 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2007|
|S65||NASAA Investment Advisors Law Examination||Jun 2008|
Total Assets Under Management76,274MILLIONS
Total Number of Accounts192,243ACCOUNTS
Average Account Value$396,757
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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