Marvin DavisCRD Number: 6269090
Current Firm: Mml Investors Services, LLC
Marvin Davis (CRD# 6269090) is an Investment Advisor Representative working at Mml Investors Services, LLC in Memphis, TN and has over 2 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
First Horizon Advisors, Inc.
Lpl Financial LLC
|Mml Investors Services||Memphis, TN||Jul 2019 - Current||2|
|Mass Mutual Life Insurance Company||Memphis, TN||Jun 2019 - Current||2|
|Keener Path LLC||Memphis, TN||Mar 2018 - Current||3|
|Servicemaster||Memphis, TN||Aug 2016 - Feb 2018||1|
|Third Act, LLC||Stockbridge, GA||Jan 2016 - Aug 2016||< 1|
|Edelman Financial Services, LLC||Fairfax, VA||Oct 2013 - Dec 2015||2|
|Lifelock||Tempe, AZ||Sep 2009 - Oct 2013||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2019|
|S63||Uniform Securities State Law Examination||Nov 2019|
Total Assets Under Management49,002MILLIONS
Total Number of Accounts252,369ACCOUNTS
Average Account Value$194,169
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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