Virginia DavisCRD Number: 2987975
Current Firm: Umpqua Investments, Inc.
Virginia Davis (CRD# 2987975) is an Investment Advisor Representative working at Umpqua Investments, Inc. in Portland, OR and has over 11 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|Umpqua Investments, Inc.||Medford, OR||Aug 2009 - Current||8|
|Ubs Financial Services Inc.||Medford, OR||Mar 2007 - Aug 2009||2|
|Wells Fargo Investments LLC||Ashland, OR||Feb 2006 - Mar 2007||1|
|Wells Fargo Bank||Ashland, OR||May 2005 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2006|
Total Assets Under Management543MILLIONS
Total Number of Accounts2,318ACCOUNTS
Average Account Value$234,062
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SD, TX, UT, VA, WA, WI