William Davis, financial advisor Rocky River OH
81 score

William Davis

CRD Number: 1830530
Current Firm: Fsc Securities Corporation

William Davis (CRD# 1830530) is an Investment Advisor Representative working at Fsc Securities Corporation in Rocky River, OH and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Fsc Securities Corporation Cleveland, OH Oct 2007 - Current 9
Fsc Securities Corporation Cleveland, OH Oct 2004 - Current 12
Financial Foundation Beachwood, OH May 1999 - Current 17
Self-employed University Heights, OH Jan 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for William P. Davis
Phone Number: 1-800-547-2382
Firm Website: http://www.fscorp.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    5,630
    MILLIONS
  • Total Number of Accounts
    24,779
    ACCOUNTS
  • Average Account Value
    $227,192
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV

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BADGES
81

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