Keith Davis (CRD# 6475301) is an Investment Advisor Representative working at Stonegate Capital Management, LLC in Parker, CO and has over 3 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amerita | Denver, CO | Oct 2019 - Current | 4 |
| Stonegate Capital Management, LLC | Parker, CO | Sep 2017 - Current | 6 |
| Brown Brothers Harriman | Centennial, CO | Aug 2016 - Oct 2019 | 3 |
| Janus | Cherry Creek, CO | Apr 2015 - Jul 2016 | 1 |
| Comcast | Centennial, CO | Oct 2009 - Apr 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
- CO
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$1,068,279
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CO
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