Thomas Davis, financial advisor Roanoke VA

Thomas Davis

CRD Number: 1463278
Current Firm: Integrated Wealth Concepts LLC

Thomas Davis (CRD# 1463278) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Roanoke, VA and has over 38 years of experience in the finance industry.

Similar Advisors
Steven Agee, financial advisor Roanoke VA
Steven M. Agee
CRD# 6307186
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Ronald Alley, financial advisor Roanoke VA
Ronald P. Alley
CRD# 2238939
Mutual Of Omaha Investor Services, Inc.
Similar Advisors
Harvey Allison, financial advisor Roanoke VA
Harvey G. Allison
CRD# 4073561
Eagle Strategies LLC
Company Name Location Dates Years
Integrated Wealth Concepts, Llc (dba: Integrated Partners) Roanoke, VA May 2021 - Current 3
Lpl Financial LLC Roanoke, VA Sep 2013 - Current 11
Level Four Advisory Services Roanoke, VA Sep 2013 - May 2021 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S66 NASAA Uniform Combined State Law Examination Jan 2001
Contact Info for Thomas E. Davis
Phone Number: (781) 890-3045
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    13,503
    MILLIONS
  • Total Number of Accounts
    22,706
    ACCOUNTS
  • Average Account Value
    $594,707
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Thomas Davis and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.