William DavisCRD Number: 6596224
Current Firm: Td Ameritrade, Inc.
William Davis (CRD# 6596224) is an Investment Advisor Representative working at Td Ameritrade, Inc. in Mt.pleasant, SC and has over 5 years of experience in the finance industry.
Truist Advisory Services, Inc.
Lpl Financial LLC
State Farm Investment Management Corp.
|Td Ameritrade Inc.||Ocala, FL||Apr 2018 - Current||3|
|Fidelity Brokerage Services LLC||The Villages, FL||Dec 2015 - Apr 2018||2|
|Grainger||Tallahassee, FL||Jan 2014 - Dec 2015||1|
|John W. Levins||Tallahassee, FL||Jan 2012 - Dec 2013||1|
|Tallahassee Memorial Hospital||Tallahassee, FL||May 2011 - Dec 2011||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2017|
|S63||Uniform Securities State Law Examination||Aug 2016|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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, 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, WY
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