Richard Davis, financial advisor Mesquite TX
93 score

Richard Davis

CRD Number: 4517498
Current Firm: Primerica Advisors

Richard Davis (CRD# 4517498) is an Investment Advisor Representative working at Primerica Advisors in Mesquite, TX and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
David Mcdavid Honda Of Frisco Frisco, TX May 2015 - Current 2
John Eagle Honda Dallas, TX Sep 2013 - Current 4
Macy's Dept Store Mesquite, TX Oct 2009 - Current 8
Pfs Investments Inc. Mesquite, TX Nov 2008 - Current 9
Primerica Financial Services Mesquite, TX Oct 2008 - Current 9
David Mcdavid Honda Of Frisco Frisco, TX Sep 2012 - Sep 2013 1
Chase Investment Services Corp Dallas, TX Mar 2006 - Oct 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S66 NASAA Uniform Combined State Law Examination Jun 2006
Contact Info for Richard G. Davis
Phone Number: 800-544-5445
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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
93
Clean Record
This advisor has a clean track record with regulators.

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