Joshua Davis (CRD# 6163521) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 10 years of experience in the finance industry. Joshua 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.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Secu Life Insurance Company | Raleigh, NC | Sep 2014 - Current | 9 |
| Members Trust Company | Tampa, FL | Aug 2014 - Current | 9 |
| Credit Union Investment Services | Raleigh, NC | May 2013 - Current | 10 |
| Secu Brokerage Services | Raleigh, NC | Feb 2013 - Current | 11 |
| State Employees' Credit Union | Raleigh, NC | May 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2013 |
- NC
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NC
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