Ian Davis, financial advisor Livermore CA
95 score

Ian Davis

CRD Number: 6303571
Current Firm: Edward Jones

Ian Davis (CRD# 6303571) is an Investment Advisor Representative working at Edward Jones in Livermore, CA and has over 2 years of experience in the finance industry.

CONTACT
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Company Name Location Dates Years
Edward Jones St. Louis, MO Mar 2014 - Current 2
Bauer Compressors Livermore, CA Aug 2007 - Current 9
Foothill Optometric Group Pleasanton, CA Aug 2007 - Feb 2013 5
Cutco / Vector Marketing Dublin, CA Jun 2007 - Sep 2007 < 1
Valley Community Church Pleasanton, CA Aug 2006 - Aug 2007 1
Unemployed Flint, MI May 2006 - Aug 2006 < 1
A2 Technologies Pleasanton, CA Mar 2006 - May 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Ian Davis
Phone Number: (925) 455-4264
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
95
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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