Joshua Davis (CRD# 7267697) is an Investment Advisor Representative working at Eagle Strategies LLC in Signal Mountain, TN and has over 3 years of experience in the finance industry.
CRD# 4760390
Raymond James Financial Services Advisors, Inc.
CRD# 1382
Osaic Wealth, Inc.
CRD# 1155854
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Signal Mountain, TN | Sep 2022 - Current | 1 |
| Nylife Securities LLC | Knoxville, TN | Sep 2020 - Current | 3 |
| New York Life Insurance Company | Knoxville, TN | Jun 2020 - Current | 3 |
| Aperio Insights | Signal Mountain, TN | Jun 2012 - Jun 2020 | 8 |
| United Way Of Greater Chattanooga | Chattanooga, TN | Nov 2018 - May 2019 | < 1 |
| Unemployed | Chattanooga, TN | Sep 2018 - Nov 2018 | < 1 |
| The Maclellan Foundation | Chattanooga, TN | Jun 2011 - Sep 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- TN
- TX
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Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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