Leigh DavisCRD 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 2 years of experience in the finance industry.
Allen & Company Of Florida, Inc.
Lpl Financial LLC
J. W. Cole Advisors, Inc.
|Cps Investment Advisors||Lakeland, FL||Mar 2012 - Current||4|
|Florida Southern College||Lakeland, FL||Aug 2010 - Current||6|
|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|
Total Assets Under Management917MILLIONS
Total Number of Accounts3,831ACCOUNTS
Average Account Value$239,472
- 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
- Educational seminars/workshops
AL, CA, CO, FL, GA, LA, MD, NC, NE, NY, OH, SC, TN, TX, VA