Wyatt Davy (CRD# 7663018) is an Investment Advisor Representative working at Florida Financial Advisors, LLC in Tampa, FL and has 1 year of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trinity Wealth Securities, LLC | Tampa, FL | Mar 2023 - Current | 1 |
| Florida Financial Advisors | Tampa, FL | Nov 2022 - Current | 1 |
| Spicer Jeffries | Palm Beach, FL | Jan 2022 - Nov 2022 | < 1 |
| Flagler College | Saint Augustine, FL | Aug 2017 - Dec 2021 | 4 |
| Caps On The Water | Saint Augustine, FL | Mar 2021 - Nov 2021 | < 1 |
| Harrys Seafood | Saint Augustine, FL | Feb 2020 - Feb 2021 | 1 |
| Jersey Mikes | Saint Augustine, FL | Oct 2018 - Jun 2019 | < 1 |
| Watermans Seafood | Ocean City, MD | Oct 2014 - Aug 2018 | 3 |
| Fractured Prune | Ocean City, MD | Jun 2014 - Sep 2014 | < 1 |
| Stephen Decatur Middle School | Berlin, MD | Sep 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
| S63 | Uniform Securities State Law Examination | Mar 2023 |
- FL
- TX
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Total Assets Under Management199MILLIONS
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Total Number of Accounts1,371ACCOUNTS
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Average Account Value$145,150
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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