Leigh Davis-SchmidtCRD Number: 3003108
Current Firm: Zions Capital Advisors, Inc.
Leigh Davis-Schmidt (CRD# 3003108) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 17 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Zions Bancorporation||Salt Lake City, UT||Jan 2009 - Current||8|
|State Of Utah Division Of Securities||Salt Lake City, UT||Aug 2000 - Dec 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1999|
Total Assets Under Management1,818MILLIONS
Total Number of Accounts1,500ACCOUNTS
Average Account Value$1,212,069
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, ID, NJ, NM, NV, NY, OR, TX, UT, VA, WA