Brian Davis (CRD# 4479106) is an Investment Advisor Representative working at Cic Wealth, LLC in Rockville, MD and has over 9 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cic Wealth, LLC | Rockville, MD | Jun 2018 - Current | 5 |
| Clearview Group | Hunt Valley, MD | Apr 2011 - Current | 13 |
| Commonwealth Financial Network | Hunt Valley, MD | Apr 2014 - Dec 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2014 |
- MD
-
Total Assets Under Management659MILLIONS
-
Total Number of Accounts2,144ACCOUNTS
-
Average Account Value$307,286
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WA
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