Michael Davis (CRD# 7174558) is an Investment Advisor Representative working at Fortress Private Ledger, LLC in Raleigh, NC and has over 4 years of experience in the finance industry.
CRD# 5547730
Ubs Financial Services Inc.
CRD# 4119900
Raymond James Financial Services Advisors, Inc.
CRD# 4751244
First Citizens Investor Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mercy Diagnostics | Raleigh, NC | Jun 2012 - Sep 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- NC
-
Total Assets Under Management201MILLIONS
-
Total Number of Accounts691ACCOUNTS
-
Average Account Value$290,392
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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
- Other
CA, FL, NC, NJ, NY, SC, TX, VA, WA
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