Rae Haulk Davis (CRD# 2208056) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Ooltewah, TN and has over 30 years of experience in the finance industry.
CRD# 4760390
Raymond James Financial Services Advisors, Inc.
CRD# 1382
Osaic Wealth, Inc.
CRD# 5426975
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| (dba) Davis Wealth Partners | Chattanooga, TN | Jan 2020 - Current | 4 |
| Dba - Wmg Financial Advisors | Chattanooga, TN | Mar 2017 - Current | 7 |
| Concourse Financial Group Securities, Inc. | Chattanooga, TN | Dec 2017 - Dec 2021 | 4 |
| Dba - Southeast Wealth Management | Chattanooga, TN | Sep 2016 - Dec 2019 | 3 |
| Lincoln Financial Securities Corporation | Ooltewah, TN | Sep 2016 - Dec 2017 | 1 |
| Suntrust Advisory Services | Atlanta, GA | Sep 2016 - Sep 2016 | < 1 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Sep 2012 - Sep 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2001 |
- TN
-
Total Assets Under Management523MILLIONS
-
Total Number of Accounts1,443ACCOUNTS
-
Average Account Value$362,520
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, FL, GA, KY, LA, MS, NC, TN, TX
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