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.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| 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 |
- CO
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Total Assets Under Management6MILLIONS
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Total Number of Accounts33ACCOUNTS
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Average Account Value$190,831
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO
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