Donnie DavisCRD Number: 4879835
Current Firm: Coachwise Financial Solutions, Inc.
Donnie Davis (CRD# 4879835) is an Investment Advisor Representative working at Coachwise Financial Solutions, Inc. in Tulsa, OK and has over 15 years of experience in the finance industry.
Burkholder Wealth Management
Financial Security Investment Management Corporaton
Lpl Financial LLC
|Coachwise Financial Solutions, Inc.||Tulsa, OK||Oct 2004 - Current||17|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2006|
Total Assets Under Management38MILLIONS
Total Number of Accounts467ACCOUNTS
Average Account Value$82,380
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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