Charmaine Davis (CRD# 6833707) is an Investment Advisor Representative working at Citizens Securities, Inc. in Middletown, DE and has over 5 years of experience in the finance industry.
CRD# 2629855
Investment Management & Planning LLC
CRD# 5732138
Great Valley Advisor Group, Inc.
CRD# 4637991
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities Inc. | Smyrna, DE | Sep 2021 - Current | 2 |
| Bank Of America, N.a. | Rehoboth Beach, DE | Nov 2018 - Current | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rehoboth Beach, DE | Jul 2017 - Current | 6 |
| Bb&t | Ocean City, MD | Aug 2016 - Jul 2017 | < 1 |
| Allstate Insurance | Milford, DE | Jun 2016 - Aug 2016 | < 1 |
| State Farm Insurance | Millsboro, DE | Sep 2015 - Jun 2016 | < 1 |
| Vera Bradley | Rehoboth Beach, DE | Sep 2015 - Sep 2015 | < 1 |
| Express Factory Outlet | Rehoboth Beach, DE | May 2015 - Aug 2015 | < 1 |
| Gap | Rehoboth Beach, DE | Mar 2015 - May 2015 | < 1 |
| Live Ops Independent Contractor | Georgetown, DE | Apr 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- AK
- AZ
- DE
- MD
- NY
- NC
- PA
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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