Robert Davies, financial advisor Irvine CA
90 score

Robert Davies

CRD Number: 6116542
Current Firm: Investacorp Advisory Services Inc.

Robert Davies (CRD# 6116542) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Irvine, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Investacorp Advisory Services Miami, FL Feb 2013 - Current 3
Investacorp Inc. Miami, FL Sep 2012 - Current 4
Bankers Life Laguna Hills, CA Apr 2011 - Sep 2012 1
Global Pet Inc. Perris, CA Jan 2007 - Apr 2011 4
Student San Marcos, CA Jan 2001 - Jan 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Robert J. Davies
Phone Number: 305-557-3000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,606
    MILLIONS
  • Total Number of Accounts
    6,229
    ACCOUNTS
  • Average Account Value
    $257,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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