Wayne Davies (CRD# 2920850) is an Investment Advisor Representative working at Avantax Advisory Services in The Villages, FL and has over 26 years of experience in the finance industry. Wayne Davies has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5583168
Truist Advisory Services, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wayne R. Davies | The Villages, FL | Jun 2019 - Current | 4 |
| Wayne R. Davies | Milford, MA | Jan 2019 - Current | 5 |
| Walter J Conway Estate | Milford, MA | Jan 2017 - Current | 7 |
| Avantax Insurance Agency, LLC | The Villages, FL | Aug 1999 - Current | 24 |
| Avantax Advisory Services | The Villages, FL | Jan 1998 - Current | 26 |
| Avantax Investment Services, Inc. | The Villages, FL | Jul 1997 - Current | 26 |
| Self Employed | Milford, MA | Jul 1987 - Current | 36 |
| H.d. Vest Advisory Services | Hopkinton, MA | Feb 1998 - Jun 2019 | 21 |
| Drusilla M Reid Estate | Milford, MA | Mar 2018 - May 2019 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1997 |
- FL
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- 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)
- Educational seminars/workshops
- Other
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