Edward DavisCRD Number: 4490103
Current Firm: Financial Planning Consultants, LLC
Edward Davis (CRD# 4490103) is an Investment Advisor Representative working at Financial Planning Consultants, LLC in San Jose, CA and has over 7 years of experience in the finance industry.
Altos Investments, Inc.
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Lion Street Financial||Austin, TX||Jan 2016 - Current||1|
|Financial Planning Consultants||San Jose, CA||Jul 2009 - Current||7|
|Petrinovich Pugh & Company, LLP||San Jose, CA||Feb 1985 - Current||32|
|Nfp Securities, Inc.||San Jose, CA||Aug 2009 - Jan 2015||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
Total Assets Under Management112MILLIONS
Total Number of Accounts262ACCOUNTS
Average Account Value$427,465
- 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
- Selection of other advisers (including private fund managers)