Michael Davies, financial advisor Morrisville NC
88 score

Michael Davies

CRD Number: 6383511
Current Firm: Cambridge Investment Research Advisors, Inc.

Michael Davies (CRD# 6383511) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Morrisville, NC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Aug 2014 - Current 2
Carolina Wealth Partners Durham, NC Aug 2014 - Current 2
Duke University Durham, NC Jun 2010 - Current 6
University Of Minnesota-twin Cities Minneapolis, MN Sep 2005 - May 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Michael Davies
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
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
88
Clean Record
This advisor has a clean track record with regulators.

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