Michelle Davis (CRD# 6757429) is an Investment Advisor Representative working at Primerica Advisors in Tallahassee, FL and has over 6 years of experience in the finance industry.
CRD# 6823932
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1561147
Amb Wealth, LLC
CRD# 5391298
Calton & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Homemaker | Tallahassee, FL | Jun 2017 - Current | 6 |
| Pfs Investments Inc. | Tallahassee, FL | Mar 2017 - Current | 7 |
| Primerica Financial Services | Tallahassee, FL | Sep 2015 - Current | 8 |
| Leon County Schools | Tallahassee, FL | Sep 2012 - Jun 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
| S63 | Uniform Securities State Law Examination | Aug 2018 |
- FL
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Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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