Caitlin DavisCRD Number: 5601413
Current Firm: Edward Jones
Caitlin Davis (CRD# 5601413) is an Investment Advisor Representative working at Edward Jones in Salem, OR and has over 8 years of experience in the finance industry.
True Private Wealth Advisors, LLC
H. Beck, Inc.
Sagepoint Financial, Inc.
|Edward Jones||St Louis, MO||Sep 2008 - Current||8|
|Target||Vancouver, WA||Sep 2007 - Sep 2008||1|
|Grass Skirt Productions||Honolulu, HI||Jun 2007 - Aug 2007||< 1|
|Cheesecake Factory||Honolulu, HI||Sep 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)