Gregory DavisCRD Number: 6104801
Current Firm: Century Wealth Management, LLC
Gregory Davis (CRD# 6104801) is an Investment Advisor Representative working at Century Wealth Management, LLC in Memphis, TN and has over 4 years of experience in the finance industry. Gregory 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.
Wells Fargo Advisors Financial Network, LLC
Delta Asset Management, LLC
Vere Global Wealth Management
|Century Wealth Management, LLC||Memphis, TN||Sep 2013 - Current||3|
|Duncan-williams, Inc.||Memphis, TN||Aug 2012 - Sep 2013||1|
|Cannon And Company||Memphis, TN||Jan 2012 - Apr 2013||1|
|Trace Co, Inc.||Bartlett, TN||Jun 1996 - Aug 2012||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management183MILLIONS
Total Number of Accounts274ACCOUNTS
Average Account Value$668,123
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, TN, TX
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