Scott Davis, financial advisor Los Angeles CA
90 score

Scott Davis

CRD Number: 5900930
Current Firm: Convergent Wealth Advisors, LLC

Scott Davis (CRD# 5900930) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Los Angeles, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Convergent Wealth Advisors Beverly Hills, CA Mar 2011 - Current 5
Lexington Commercial Holdings Beverly Hills, CA Dec 2005 - Mar 2011 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Scott J. Davis
Phone Number: 301-770-6300
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,693
    MILLIONS
  • Total Number of Accounts
    2,961
    ACCOUNTS
  • Average Account Value
    $1,585,089
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, DC, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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