Serena Davis
CRD Number: 4336839Current Firm: United Planners' Financial Services Of America A Limited Partner
Serena Davis (CRD# 4336839) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sonora, CA and has over 22 years of experience in the finance industry.
CRD# 7043198
Tweddell Goldberg Investment Management
CRD# 4665051
Bickford Investment Management Services
CRD# 4586514
Magnum Financial
Company Name | Location | Dates | Years |
---|---|---|---|
United Planners Financial Services Of America | Scottsdale, AZ | Jan 2018 - Current | 6 |
Serena Davis Independent Insurance | Sonora, CA | Jan 2018 - Current | 6 |
Pacific Financial Group | Sonora, CA | Jan 2018 - Current | 6 |
Fixed Insurance | Sonora, CA | Sep 2001 - Current | 22 |
Dba: Pacific Financial Group | Antioch, CA | Jul 2001 - Current | 22 |
Signator Investors, Inc. | Pleasanton, CA | May 2016 - Jan 2018 | 1 |
Transamerica Financial Advisors, Inc. | Sonora, CA | Jan 2001 - May 2016 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2001 |
- CA
- ID
- TX
-
Total Assets Under Management9,326MILLIONS
-
Total Number of Accounts43,221ACCOUNTS
-
Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.