Richard DavisCRD Number: 7084850
Current Firm: Edward Jones
Richard Davis (CRD# 7084850) is an Investment Advisor Representative working at Edward Jones in Spring , TX and has over 3 years of experience in the finance industry.
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
Worthwise Financial Partners
|Edward Jones||Saint Louis, MO||Jun 2019 - Current||3|
|Conroe Isd||Conroe, TX||Jul 2017 - Current||5|
|Magnolia Isd||Magnolie, TX||Sep 2011 - Jul 2017||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- 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)
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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