Andrew Davis, financial advisor Littleton CO

Andrew Davis

CRD Number: 6256057
Current Firm: Seamless Financial Planning

Andrew Davis (CRD# 6256057) is an Investment Advisor Representative working at Seamless Financial Planning in Littleton, CO and has over 10 years of experience in the finance industry. Andrew Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Roger Buswell, financial advisor Littleton CO
Roger J. Buswell
CRD# 1036566
Buswell Associates, Inc.
Similar Advisors
Eric Courage , financial advisor Littleton CO
Eric M. Courage
CRD# 5513725
Similar Advisors
Nicholas Crow, financial advisor Littleton CO
Nicholas J. Crow
CRD# 6280566
Motley Fool Wealth Management, LLC
Professional Designations
Company Name Location Dates Years
The Prestige Journal, LLC Tucson, AZ Oct 2018 - Current 5
Seamless Financial Planning, LLC Tucson, AZ Aug 2017 - Current 6
Seamless Financial Planning, LLC West Hollywood, CA Oct 2015 - Aug 2017 1
Sanders Morris Harris Inc. Houston, TX Jan 2015 - Oct 2015 < 1
Edelman Financial Services LLC Fairfax, VA Jan 2015 - Oct 2015 < 1
Carter Jacobs LLC Sherman Oaks, CA Sep 2013 - Jan 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2013
S63 Uniform Securities State Law Examination Apr 2015
Contact Info for Andrew M. Davis
Phone Number: (303) 335-5773
Registered State(s):
  • CO
Current Firm Details
Seamless Financial Planning
Firm's CRD Number: 282343
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.