Roger Davis (CRD# 2320335) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 28 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Accurate Wealth Management, LLC | Los Angeles, CA | Nov 2020 - Current | 3 |
| Centric Capital | Los Angeles, CA | Jan 2016 - Current | 8 |
| Centric Capital Advisors, LLC | Santa Monica, CA | Mar 2018 - Mar 2018 | < 1 |
| Woodridge Wealth Management, LLC | Santa Monica, CA | Apr 2015 - Jan 2016 | < 1 |
| Woodridge Capital | Ridgeland, MS | Jun 2006 - Dec 2015 | 9 |
| Woodridge Capital Portfolio Management, LLC | Ridgeland, MS | Jun 2006 - Nov 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 1996 |
| S63 | Uniform Securities State Law Examination | Feb 2023 |
- AR
- CA
- MS
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Total Assets Under Management780MILLIONS
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Total Number of Accounts3,855ACCOUNTS
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Average Account Value$202,461
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI
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