Davis Westfield (CRD# 7138179) is an Investment Advisor Representative working at August Wealth Group, Inc. in Phoenix, AZ and has over 4 years of experience in the finance industry. Davis Westfield 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# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| August Wealth Group, Inc. | Phoenix, AZ | Feb 2022 - Current | 2 |
| August Wealth Group LLC | Bristol, ME | Jan 2022 - Current | 2 |
| Fidelity Investments | Greenwood Village, CO | Jun 2019 - Oct 2021 | 2 |
| Colorado Mesa University | Grand Junction, CO | Jul 2014 - May 2019 | 4 |
| Bliss Caterers | Denver, CO | Jan 2012 - May 2019 | 7 |
| Hellofresh | Denver, CO | Jun 2018 - Aug 2018 | < 1 |
| Clarion Inn | Grand Junction, CO | Jan 2016 - Aug 2017 | 1 |
| Progreen Lawn And Landscape Inc. | Castle Pines, CO | Jun 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2019 |
- AZ
- CO
-
Total Assets Under Management38MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$202,116
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CO, ME, TX
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