Scott Davis, financial advisor Peoria IL
96 score

Scott Davis

CRD Number: 5438914
Current Firm: Cliftonlarsonallen Wealth Advisors, LLC

Scott Davis (CRD# 5438914) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Peoria, IL and has over 9 years of experience in the finance industry. Scott 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.

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Professional Designations
Company Name Location Dates Years
Cliftonlarsonallen Wealth Advisors, LLC Peoria, IL Feb 2012 - Current 4
Cg Brokerage LLC Peoria, IL Jun 2008 - Dec 2012 4
Clifton Gunderson Wealth Advisors LLC Peoria, IL Jun 2008 - Feb 2012 3
Thrivent Financial For Lutherans Appleton, WI Oct 2007 - Jun 2008 < 1
Thrivent Investment Management Inc. Decatur, IL Oct 2007 - Jun 2008 < 1
Sam's Club #4815 Normal, IL May 2003 - Oct 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Scott A. Davis
Phone Number: 612-376-4777
Registered State(s):
  • IL
  • NH
  • TX
  • MO
By the Numbers
  • Total Assets Under Management
    2,427
    MILLIONS
  • Total Number of Accounts
    6,936
    ACCOUNTS
  • Average Account Value
    $349,898
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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