Douglas Davis (CRD# 3001578) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Morgantown, WV and has over 26 years of experience in the finance industry.
CRD# 2168331
Cetera Investment Advisers LLC
CRD# 1431999
Huntington Financial Advisors
CRD# 4118348
Allegheny Investments, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Advisory Services, Inc. | Atlanta, GA | Feb 2021 - Current | 3 |
| Truist Investment Services, Inc. | Morgantown, WV | Feb 2021 - Current | 3 |
| Bb&t Securities, LLC | Morgantown, WV | Jan 2018 - Feb 2021 | 3 |
| Bb&t Investment Services, Inc. | Morgantown, WV | Jan 2014 - Feb 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2001 |
- WV
-
Total Assets Under Management61,370MILLIONS
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Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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