Nathan Davis, financial advisor Lubbock TX
89 score

Nathan Davis

CRD Number: 6266869
Current Firm: Edward Jones

Nathan Davis (CRD# 6266869) is an Investment Advisor Representative working at Edward Jones in Lubbock, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2013 - Current 3
Not Applicable Lubbock, TX Jun 2013 - Oct 2013 < 1
Texas Tech University Lubbock, TX Jan 2012 - May 2013 1
Texas Tech University Lubbock, TX Jan 2009 - May 2013 4
Greenspring Wealth Management Towson, MD Jun 2011 - Aug 2011 < 1
The Church Of Jesus Christ Of Latter Day Saints Los Angeles, CA Jul 2005 - Jul 2011 6
Vardeman Farms Slaton, TX Sep 2007 - May 2011 3
South Plains College Levelland, TX Aug 2007 - May 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Nathan Davis
Phone Number: 314-515-2000
Registered State(s):
  • TX
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
89
Clean Record
This advisor has a clean track record with regulators.

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