David DavisCRD Number: 4461678
Current Firm: 1st Global Advisors Inc.
David Davis (CRD# 4461678) is an Investment Advisor Representative working at 1st Global Advisors Inc. in San Jose, CA and has over 15 years of experience in the finance industry.
Three Bell Capital LLC
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|1st Global Insurance Services, Inc.||San Josa, CA||May 2003 - Current||14|
|1st Global Advisors, Inc.||San Jose, CA||Mar 2002 - Current||15|
|1st Global Capital Corp||San Jose, CA||Oct 2001 - Current||15|
|Johanson & Yau Accoutancy Corp||San Jose, CA||Oct 1980 - Current||36|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2001|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV