Gregory Davis, financial advisor Memphis TN
73 score

Gregory Davis

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Gregory O. Davis
Phone Number: 901-850-5532
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    183
    MILLIONS
  • Total Number of Accounts
    274
    ACCOUNTS
  • Average Account Value
    $668,123
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

FL, TN, TX

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BADGES
73

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