William DavisCRD Number: 5881978
Current Firm: Swbc Investment Company
William Davis (CRD# 5881978) is an Investment Advisor Representative working at Swbc Investment Company in San Antonio, TX and has over 6 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Swbc Investment Services LLC||San Antonio, TX||Sep 2015 - Current||2|
|Swbc Investment Company||San Antonio, TX||Sep 2015 - Current||2|
|H. D. Vest Advisory Services||Fort Worth, TX||Jul 2011 - Sep 2015||4|
|Hd Vest Investment Services||Fort Worth, TX||Feb 2011 - Sep 2015||4|
|Wilshire Consultants Inc.||Fort Worth, TX||Jan 2011 - Sep 2015||4|
|Texas Christian University||Fort Worth, TX||Aug 2007 - May 2011||3|
|Alamo Heights High School||San Antonio, TX||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2011|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
Total Assets Under Management143MILLIONS
Total Number of Accounts270ACCOUNTS
Average Account Value$530,374
- 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)
AR, CA, FL, LA, MD, MN, TX
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