Scott DavisCRD 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 8 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.
Royal Alliance Associates, Inc.
Wells Fargo Advisors, LLC
Cetera Investment Advisers LLC
|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|
Total Assets Under Management2,427MILLIONS
Total Number of Accounts6,936ACCOUNTS
Average Account Value$349,898
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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