Colton Davis (CRD# 6981852) is an Investment Advisor Representative working at Family Dynasty Advisors LLC in Lubbock, TX and has 1 year of experience in the finance industry.
CRD# 5631324
Astoria Strategic Wealth, Inc.
CRD# 3037337
State Farm Investment Management Corp.
CRD# 3181090
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Family Dynasty Advisors | Lubbock, TX | Jan 2024 - Current | < 1 |
| New York Life Insurance Co | Lubbock, TX | Jun 2022 - Jan 2024 | 1 |
| Nylife Securities LLC | Lubbock, TX | Jun 2022 - Jan 2024 | 1 |
| Little Red Nursery, LLC | Lubbock, TX | Apr 2022 - Jun 2022 | < 1 |
| All Web Leads Insurance Company - Medicare Genius Team | Lubbock, TX | Apr 2022 - Apr 2022 | < 1 |
| State Farm - Christie Brown-hernandez Ins Company | Lubbock, TX | Dec 2021 - Mar 2022 | < 1 |
| Pnc Bank | Lubbock, TX | Oct 2021 - Nov 2021 | < 1 |
| Bbva Usa | Lubbock, TX | Aug 2021 - Oct 2021 | < 1 |
| Mml Investors Services | Lubbock, TX | Jan 2021 - Jul 2021 | < 1 |
| Massmutual Life Insurance Company | Lubbock, TX | Apr 2020 - Jul 2021 | 1 |
| Nylife Securities LLC | Lubbock, TX | Apr 2019 - Feb 2020 | < 1 |
| New York Life Insurance Company | Lubbock, TX | Jul 2018 - Feb 2020 | 1 |
| Pampered Paws | Lubbock, TX | Jun 2017 - Jul 2018 | 1 |
| Unemployed | Lubbock, TX | Mar 2017 - Jun 2017 | < 1 |
| Phyle Inventory Control Specialists | Holly, MI | Jan 2017 - Mar 2017 | < 1 |
| Unemployed | Lubbock, TX | Oct 2016 - Jan 2017 | < 1 |
| Ez Pawn | Lubbock, TX | Jun 2015 - Oct 2016 | 1 |
| Texas Tech University | Lubbock, TX | Aug 2013 - Dec 2015 | 2 |
| Tea2go | Lubbock, TX | Jun 2014 - May 2015 | < 1 |
| Unemployed | Lubbock, TX | Mar 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2023 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- TX
-
Total Assets Under Management42MILLIONS
-
Total Number of Accounts87ACCOUNTS
-
Average Account Value$487,479
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
TX
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