Homer Davis (CRD# 1545138) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Santa Clara, CA and has over 37 years of experience in the finance industry. Homer Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Santa Clara, CA | Dec 2016 - Current | 7 |
| Securities America Advisors | Santa Clara, CA | Dec 2016 - Current | 7 |
| Non-public Arbitrator For Finra Dispute Resolutio | Los Angeles, CA | Aug 1999 - Current | 24 |
| Insurance Sales | Santa Clara, CA | Mar 1993 - Current | 31 |
| Foothill Securities, Inc. | Santa Clara, CA | Feb 1995 - Dec 2016 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1986 |
- CA
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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