Renee Davies (CRD# 2542603) is an Investment Advisor Representative working at Chapel Bridge Wealth Advisors in San Juan, PR and has over 29 years of experience in the finance industry.
CRD# 6245227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1688356
Ipi Wealth Management, Inc.
CRD# 2872363
Lincoln Financial Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chapel Bridge Wealth Advisors | San Juan, PR | Feb 2021 - Current | 3 |
| Full Time Homemaker | Delaware, OH | May 2015 - Feb 2021 | 5 |
| Grace Clinics Of Ohio, Inc. | Delaware, OH | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1994 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- OH
- PR
-
Total Assets Under Management175MILLIONS
-
Total Number of Accounts198ACCOUNTS
-
Average Account Value$885,872
- 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)
- Other
OH, PR
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