Edward Davis (CRD# 4490103) is an Investment Advisor Representative working at Financial Planning Consultants, LLC in San Jose, CA and has over 14 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lion Street Financial | Austin, TX | Jan 2016 - Current | 8 |
| Financial Planning Consultants | San Jose, CA | Jul 2009 - Current | 14 |
| Petrinovich Pugh & Company, LLP | San Jose, CA | Feb 1985 - Current | 39 |
| 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 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
CA
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