David DaviesCRD Number: 61690
Current Firm: Benjamin F. Edwards & Company, Incorporated
David Davies (CRD# 61690) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Saint Louis, MO and has over 37 years of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
Cetera Investment Advisers LLC
|Benjamin F Edwards & Co||Corning, NY||Jan 2014 - Current||8|
|Rbc Capital Markets, LLC||Painted Post, NY||Jun 2008 - Jan 2014||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1984|
|S65||NASAA Investment Advisors Law Examination||Nov 1995|
Total Assets Under Management12,399MILLIONS
Total Number of Accounts37,954ACCOUNTS
Average Account Value$326,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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