Connie Davis, financial advisor Granville OH
87 score

Connie Davis

CRD Number: 4490086
Current Firm: Ameriprise Financial Services, Inc.

Connie Davis (CRD# 4490086) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Granville, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
American Express Financial Advisors Inc. Granville , OH Jun 2001 - Current 15
Ids Life Insurance Company Granville , OH Jun 2001 - Current 15

Connie Davis has no recent exams reported.
Contact Info for Connie J. Davis
Phone Number: 612-671-3131
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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