Edward Davis, financial advisor San Jose CA
93 score

Edward Davis

CRD 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 6 years of experience in the finance industry.

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Company Name Location Dates Years
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 31
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
Contact Info for Edward A. Davis
Phone Number: 408-287-7911
Firm Website: http://fpcllc.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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