Adrienne Davis (CRD# 7271420) is an Investment Advisor Representative working at Zenith Wealth Partners in Oxon Hill, MD and has over 3 years of experience in the finance industry. Adrienne Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zenith Solutions, Inc. | Philadelphia, PA | Nov 2022 - Current | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2021 - Oct 2022 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Aug 2020 - Oct 2022 | 2 |
| Northwestern Mutual Investment Services LLC | Washington, DC | Aug 2020 - Oct 2022 | 2 |
| Moore Colson Cpas And Advisors | Atlanta, GA | Aug 2017 - Jul 2020 | 2 |
| Unemployed | Atlanta, GA | Mar 2017 - Aug 2017 | < 1 |
| Deloitte Tax LLP | Atlanta, GA | Jul 2014 - Mar 2017 | 2 |
| Unemployed | Atlanta, GA | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2020 |
- MD
- PA
-
Total Assets Under Management82MILLIONS
-
Total Number of Accounts218ACCOUNTS
-
Average Account Value$374,154
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, DC, FL, GA, IL, LA, MA, MD, MI, NC, NJ, NY, PA, TX, VA, WA
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