Rebecca DavisCRD Number: 3068431
Current Firm: Pnc Investments
Rebecca Davis (CRD# 3068431) is an Investment Advisor Representative working at Pnc Investments in Muskegon, MI and has over 18 years of experience in the finance industry.
First Financial Advisors Inc.
Waddell & Reed
Securities America Advisors, Inc.
|Pnc Investments||Muskegon, MI||Nov 2009 - Current||7|
|Pnc Bank, N.a.||Muskegon, MI||Nov 2009 - Current||7|
|National City||Muskegon, MI||Oct 2008 - Nov 2009||1|
|Natcity Investments||Cleveland, OH||Oct 2008 - Nov 2009||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691||Muskegon, MI||Dec 2006 - Aug 2008||1|
|Pfs Investments Inc.||Duluth, GA||May 1998 - Dec 2006||8|
|Primerica Financial Services||Muskegon, MI||Apr 1998 - Dec 2006||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S66||NASAA Uniform Combined State Law Examination||May 2007|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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