Renda Reese-Davis (CRD# 2171113) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Tahlequah, OK and has over 32 years of experience in the finance industry.
CRD# 1857299
Lpl Financial LLC
CRD# 3174550
Edward Jones
CRD# 4181847
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Tahlequah, OK | Aug 2020 - Current | 3 |
| Securities America Advisors | Tahlequah, OK | Aug 2020 - Current | 3 |
| 2 Sisters Financial | Tahlequah, OK | Aug 2011 - Current | 12 |
| Voya Financial Advisors | Tahlequah, OK | Sep 2014 - Aug 2020 | 5 |
| Ing Financial Partners, Inc. | Tahlequah, OK | Jan 2004 - Sep 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1991 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- OK
- TX
-
Total Assets Under Management40,420MILLIONS
-
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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