Leigh Davis, financial advisor Lakeland FL
88 score

Leigh Davis

CRD Number: 6387365
Current Firm: Cps Investment Advisors

Leigh Davis (CRD# 6387365) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cps Investment Advisors Lakeland, FL Mar 2012 - Current 5
Florida Southern College Lakeland, FL Aug 2010 - Current 7
Crowder Bros. Lakeland, FL Jan 2011 - Jan 2012 1
Lakeland Christian School Lakeland, FL Aug 2001 - May 2010 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Leigh A. Davis
Phone Number: 863- 688-1725
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    917
    MILLIONS
  • Total Number of Accounts
    3,831
    ACCOUNTS
  • Average Account Value
    $239,472
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
  • Educational seminars/workshops
Types of Clients
Registered States

AL, CA, CO, FL, GA, LA, MD, NC, NE, NY, OH, SC, TN, TX, VA

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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